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Finance and Wealth Finance and Wealth

Finance and Wealth Management Introductions

Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.

Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.

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

The Experts for Expats is a top class website. It is to be highly recommended for its clear approach to handling Capital Gains Tax returns to HMRC especially as it is probably an aspect that only rarely needs to be dealt with my most people. For this reason it is a relief to come across such a website that is very clear on what doing a proper return entails. In the first instance it sets out a framework that shows what needs to be known to complete the tax return. It does provide a tailored service. The ease of making a full and proper tax return is assured by how the site matches a particular Accountant from a team of Tax Experts to deal with the particular query. There is very useful follow up to ensure contact is made.

Dermot C.

UK and Irish Tax introduction in Ireland

I was very pleased with the resources made available to me via Experts for Expats and will likely move forward with accounting services they referred me to. An impressive and helpful free service.

Julia H.

UK tax return introduction in United Kingdom

Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.

Rachel B.

UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom

My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!

Liana S.

Pensions, QROPS transfer introduction in United Kingdom

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

Elizabeth S.

Pensions, QROPS introduction in United Kingdom

I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.

Michael M.

Portuguese Non-Habitual Residence introduction in Singapore

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 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