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Finance, investments and pensions

Request your free introduction to a fee-based financial advisor Request your free introduction to a fee-based financial advisor

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...

The Times - Thousands of retiring Britons vote for Brexodus - 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
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - 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
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

Testimonials

What expats say about our experts

Contacted quickly by a Spanish tax expert who could answer our initial questions and set out the way forward in detail with fees clearly explained.

Paul J.

Spanish Tax Planning introduction in United Kingdom

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Ian M.

Investment Advice introduction in Qatar

I was positively surprised at how easy and honest the whole process was. There wasn't any pressure to pay for anything I didn't want to, or sign up for an ongoing relationship - just straightforward, honest advice. If only all advisory services were as smooth as this! 

Alexander C.

Irish Tax introduction in United Kingdom

Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.

Terrhi H.

Inheritance tax and estate planning introduction in United Kingdom

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

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

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

The service was excellent. The work I needed done was complicated and beyond me. It was completed over the weekend before Christmas, and I received the first rebate from HMRC on Jan 2nd. I cannot recommend the consultant too highly!

Peter B.

UK Tax Return introduction in Spain