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Finance, investments and pensions

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Request a free introduction to an independent financial advisor

Our free introduction service will connect you with a hand-picked independent financial advisor that can help with your financial planning, investments and retirement plans.

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Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article

Testimonials

What expats say about our experts

Our consultant was very professional but listened. He then made an effort to speak in clear language and make easily understood recommendations.

Peter J.

UK Tax Return introduction in Canada

The free consultation was so good. I feel guilty for not paying for it since my needs were in the end not complex enough to require paid for follow-up. When my circumstances change I will definitely use the consultant again.

Miles P.

Spanish Tax introduction in Belgium

Excellent service. You provided us with a professional who responded to us quickly and efficiently. He undertook the work required swiftly and expertly, and all was completed in a very short time scale.

Angela P.

Double tax claim introduction in Austria

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

So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.

Gillian B.

Wills introduction in Germany

At a time of some confusion, the expert pointed the way that helped me better understand the problem I was having, and the best approach to solve it.

Michael M.

UK Tax Matters introduction in China

Quick response, and follow up from the connection that was made - which was professional and trustworthy 

Sarah B.

Uk Tax Return introduction in Netherlands

The Experts for Expats is a top class website. It is to be highly recommended for its clear approach to handling Capital Gains Tax returns to HMRC especially as it is probably an aspect that only rarely needs to be dealt with my most people. For this reason it is a relief to come across such a website that is very clear on what doing a proper return entails. In the first instance it sets out a framework that shows what needs to be known to complete the tax return. It does provide a tailored service. The ease of making a full and proper tax return is assured by how the site matches a particular Accountant from a team of Tax Experts to deal with the particular query. There is very useful follow up to ensure contact is made.

Dermot C.

UK and Irish Tax introduction in Ireland