Property management and mortgages

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.

The expert was very friendly, helpful and precise in answering my questions on the rules on residence and domicile, and their effects on tax status, for UK-US dual citizens like myself and my wife. I was stimulated to confirm the salient points on Gov.UK. This has allowed us to plan our future stays in the US and UK. 

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

A highly professional yet friendly interaction which addressed my concerns about my CGT liability and helped me reassess the criteria used as basis for calculating the amount due. Very happy with the service.

Excellent responses and consultant was honest enough to admit that I didn’t need to pay for ongoing support. He provided the advice needed.

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

The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.

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.