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Finance, investments and pensions

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Request your free introduction to a fee-based 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
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - 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
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

I was connected with a tax professional with expertise in the area I required quickly. The were very well informed and eased my concerns, providing a very high level of service

Erica S.

Statutory Residence Test introduction in United Kingdom

The advisor was excellent in giving clear and useful advice. I have already recommended him to another friend who is an international teacher who is seeking to invest her money.

Seema M.

QROPS introduction in Hungary

I highly recommend The service provided by Experts for Expats. They were quick, efficient and extremely helpful. I got all the answers I needed.

Jacinta G.

UK tax return introduction in Greece

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom

I was very pleased with the resources made available to me via Experts for Expats and will likely move forward with accounting services they referred me to. An impressive and helpful free service.

Julia H.

UK tax return introduction in United Kingdom

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

In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit

Neil B.

Pensions introduction in Australia

Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.

Andrew B.

Double tax relief introduction in United Kingdom