Spotlight on...
British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.
We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.
As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.
Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.
If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.
Request introduction to a trusted independent financial advisor >
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
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
All I can say is, so far so good, still much to do to transfer my pensions, but everything is going OK. The consultant has been very helpful and professional
David M.
Pension Transfer introduction in Thailand
It's an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.
Zoe B.
UK Tax Return, Statutory Residence Test introduction in United States
The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.
Leighton A.
Australian Tax Matters introduction in United Kingdom
Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much.
Cathy O.
Wills introduction in United Kingdom
My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.
Rebecca P.
UK CGT introduction in United States
Great to have someone like youselves to turn to for expat tax advice. Quick, efficient and to the point, it has helped me to very quickly determine where I stand and have a clear picture where I stand with my UK tax affairs, thanks!
Christo R.
Split Year Treatment introduction in Hong Kong
