United States
Information, guides and services for people needing help with US tax matters. Information in this section is perfect for US expats living abroad or foreign nationals living in the US.
My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!
Liana S.
Pensions, QROPS transfer introduction in United Kingdom
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.
Howard P.
Capital Gains Tax introduction in Ireland
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
As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.
Phil. C.
Pensions introduction in France
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.
Carl P.
Pensions and Brexit introduction in Spain
I was a bit skeptical, but everything was exactly as advertised, and the initial free consultation was excellent: the consultant evidently knew his stuff, and provided clear and comprehensive advice. I wouldn't hesitate to use Experts for Expats and the consultant again.
Peter C.
UK Tax introduction in Morocco
My experience was excellent. I received exactly what the website promised in a prompt and professional manner. My questions were answered quickly. I was happy with the advice given and there was no pressure to continue working with a paid consultant. Highly recommended.
Maureen O.
US tax matters introduction in United States
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
