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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
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
The Times - Thousands of retiring Britons vote for Brexodus - 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
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - 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

Testimonials

What expats say about our experts

Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.

Gary R.

UK Capital Gains Tax introduction in Singapore

The advice was clear and tailored for my personal situation. I was very impressed at the level of detail. Your advisor is clearly very knowledgable. Although I have no immediate need for assistance, I will certainly reach out when the time comes. Many thanks once again.

Matthew D.

UK Capital Gains Tax introduction in United States

Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.

Andrew B.

Double tax relief introduction in United Kingdom

I would just like to say a great big thank you for putting me in touch with Laurence, he has sorted out my issues efficiently and with better results than I had hoped for.

I am so glad to have found Experts for Expats, and shall be recommending your services.

Fiona G.

UK Tax Return, Capital Gains Tax introduction in South Africa

I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

Sue K.

Capital Gains Tax introduction in Australia

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

Patricia M.

Split year treatment, UK tax return introduction in Switzerland

I was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances

Peter J.

UK Tax Matters introduction in United Kingdom

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