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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...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
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
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
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

Testimonials

What expats say about our experts

There is lots of really useful information with real-life examples on the website. When you need specific advice from an expert the process is simple and very quick. My consultant dealt with my unusual situation well and it was reassuring to know that my tax return was being dealt with by an expert. Follow ups were done to ensure I was happy with the consultant. Everything was handled very professionally.

Rosie M.

UK Tax Return introduction in Botswana

Yes, I would definitely recommend Experts for Expats, I was very impressed with the consultation, what really stood out was the consultant’s in-depth knowledge, his friendliness and the clarity of the information he provided (he scored 10 out of 10, in my book).

Nicholas L.

UK Tax Return, Double Tax Treaties introduction in Switzerland

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.

In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.

It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.

Joanne E.

Pensions introduction in United States

Quick and first consultation free without commitment in case you didn’t find it useful. Avoids having to search for experts online that you may/may not trust.

Leila G.

Double Tax Treaty introduction in Germany

We have been struggling with the complexity of the immigration process to the UK. Experts for Expats referred us to a tax accountant who was very responsive and in just a few minutes clarified many of our questions and gave us some peace of mind regarding at least that part of the process. We are very pleased and will continue to use the site and the referred accountant as we continue to navigate the process.

Lolin G.

Cross border tax planning introduction in United States

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

Louis AvG.

Statutory Residence Test introduction in United Kingdom

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

An excellent service, I needed some advice on working abroad from a specialist I was contacted very quickly by an accountant/tax advisor, who listened to my situation and gave clear, honest and practical advice. If my work venture does happen, I will definitely be requesting their services.. No hesitation at all in recommending them.

Mark B.

UK Tax Matters introduction in United Kingdom