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United Kingdom

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
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
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - 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
The Times - Thousands of retiring Britons vote for Brexodus - click to see article

Testimonials

What expats say about our experts

Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people

Cynthia K.

Investments introduction in United Kingdom

I recommended the website to my father as I found it very useful and informative

Adam G.

Capital Gains Tax introduction in Switzerland

I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.

Caroline T.

Common Reporting Standard introduction in United Kingdom

Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.

Ian W.

Statutory Residence Test introduction in Spain

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

Patricia M.

Split year treatment, UK tax return introduction in Switzerland

I was quite pleasantly surprised to have received a response pretty quickly from Experts for Expats after placing the request. The response from the Consultant also was very quick.

I am very satisfied with the advice given by the consultant, which has helped me to find an efficient way to handle my issue. Therefore it was an excellent referral made by Experts for Expats based on my unique circumstances.

Ranil P.

UK Tax Return introduction in United Kingdom

Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!

Michael W.

Split Year Treatment introduction in United States

Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.

Simon C.

Canadian Tax Return introduction in Canada