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 >
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
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
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
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
The whole process has been conducted in a timely and professional manner. We feel that our recent issues with our taxes in Spain are being addressed and we are currently feeling optimistic of a satisfactory outcome.
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Spanish Tax Planning introduction in Spain
The speed of response, the overall professionalism of the consultant and the ease with which business was conducted.
Philip H.
Pensions introduction in Georgia
A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.
Warren B.
UK/US Tax introduction in United Kingdom
The consultant was exceptional, very comprehensive and clear.
Richard B.
Pensions introduction in Canada
