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Expat Financial Advice

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.

The State of Financial Advice for British Expats

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.

Speak to a financial advisor you can trust

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 >

Download the report

Download the report

File size: 2.3 MB

Choosing a Financial Adviser

Choosing a Financial Adviser

Seeking advice from experts is vital when it comes to managing your finances. Find out how to find the right adviser for you

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How to find a trustworthy financial advisor

How to find a trustworthy financial advisor

Managing your investments while living abroad can put you in a uniquely vulnerable position. It’s not uncommon to come across rogue financial advisors so we have put together this overview…

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Back-end loads: How to avoid being stung with hidden fees as an expat investor

Back-end loads: How to avoid being stung with hidden fees as an expat investor

In regulated financial markets, back-end loads are a legitimate fee option. However, many expats are being stung with hidden fees masquerading as back-end loads

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The difference between fee-based and commission-based financial advice

The difference between fee-based and commission-based financial advice

An overview of the main differences between fee-based financial advice and commission-based financial advice, including the pros and cons of each approach.

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Related articles

Why have 91% of expats not sought expert financial advice?

Why have 91% of expats not sought expert financial advice?

While expat financial affairs are complex, very few expats actually seek financial advice. This article provides a summary of our recent report looking at The State of Expat Financial…

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Expat Financial Advisers

Expat Financial Advisers

Find out how financial advice differs for expats and learn how to choose the best financial adviser for you and request a free consultation

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How to spot a rogue financial adviser

How to spot a rogue financial adviser

Find out the common tricks and tactics rogue financial advisers will use to try and take your money away from you and know the steps to help ensure you avoid…

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The role of the FCA and British expats

The role of the FCA and British expats

The FCA is a regulatory authority created by HM Treasury and is designed to provide a certain degree of financial security. This article explains the role of the FCA with…

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9 major differences between good and bad financial advisers

9 major differences between good and bad financial advisers

Getting good financial advice is essential if you are looking to make an investment, but how can tell if the adviser you've chosen is good or not? These are our…

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How to spot the hidden fees and charges of financial advice

How to spot the hidden fees and charges of financial advice

While regulated advice requires costs to be clearly explained, financial advice is still rife with advisers intentionally hiding fees. Find out how to spot the tricks used and what you…

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Investing in start-ups as an expat

Investing in start-ups as an expat

The article lays out some key fundamentals when investing in unlisted companies and looks at the various options available as well as the key benefits and risks

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Financial advice for foreign nationals living in Italy

Financial advice for foreign nationals living in Italy

Foreign nationals in Italy are finding themselves in need of expert advice to know exactly how to declare their foreign assets and income to meet Italian tax obligations. This article…

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Introductions and services for Expat Financial Advice

Request a free introduction to an independent financial advisor
Independent Financial Advisor >
Request a free introduction to a trusted pensions and retirement expert
Pension and Retirement Specialist >
Request an introduction to a currency exchange and international money transfer specialist
Currency Exchange and International Money Transfers >
Request a free introduction to an international mortgage advisor
International Mortgage Advisor >

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
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
Saga - Want to retire in the EU? What could the future hold for you? - click to see article

Testimonials

What expats say about our experts

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

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

I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.

Caroline T.

Common Reporting Standard introduction in United Kingdom

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

What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.

Alison D.

Assurance Vie introduction in United Kingdom

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. 

Donald T.

UK/US Tax matters introduction in United States

The chosen partner was sincere and providing very helpful insight into my problem even though he knew it was going to be a very minute job with little to be gained. I shall not hesitate to get him again if I ever need his service for tax matters.

Boon SL.

Australian Property Taxes introduction in Malaysia

Contact was fast. Initial consultation was informative and helpful. The consultant was very personable, listened to my questions and was thoughtful and thorough in his responses. In a forum such as this, the consultant must convince the client that they are trustworthy and knowledgeable; The consultant I spoke with did that!

Lucy P.

Pensions introduction in United States