Great Service! I was worried that I would be opening myself up to endless marketing emails and calls. This was not the case at all. A thoroughly professional service.
Paul E.
US/UK dual tax matters introduction in United States
Very good advice, very professional and knew the subject matter in depth.
Ian M.
Pensions introduction in United States
I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service.
Helen C.
Pension transfer introduction in United States
I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.
Timothy S.
Investment advice introduction in United Arab Emirates
Having very little idea about my tax and personal finance obligations as a potential expat, both the information provided on the website and the advice I received from the consultant during the consultation was extremely helpful in answering my key concerns.
Jason D.
Tax introduction in United Kingdom
We needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.
Mike H.
Pensions introduction in United States
The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.
David B.
UK Capital Gains Tax introduction in Luxembourg
The referral by Experts for Expats led me to a couple of advisers that provided exactly what I required. The adviser clarified what would be best for me as an individual with limited understanding of pension transfer implications and confirmed that I was correct in stepping away from what had been put in front of me by previous cold-callers.
Mark S.
Pensions introduction in North America
