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Request an introduction to a fee-based, independent UK inheritance tax specialist

Gain expert guidance to help you better plan for your financial future and specifically discover ways to reduce your UK inheritance tax that are also tax efficient in Spain. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable fee-based advisor in our network.

Helping you make smart choices for a better life at home and abroad

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How our free introduction service works

All of the experts in our network are chosen through a rigorous selection process and will be hand-selected for you based on the information you provide.

No robots. No algorithms. No stress.

Request your introduction

Fill out the above form to provide us with details about your situation. This will give us the information we need to select the most suitable partner from our network. Once received, one of our team will be in touch to confirm the details of our selected partner within 24 hours.

Book your free discovery call*

Our chosen partner will contact you by email to invite you to book your free, no-obligation discovery call with them. The discovery call will allow you to discuss your situation in more detail and receive answers to general questions from a trusted expert, enabling you to evaluate whether you need any additional services.

Follow up from our partner

After your discovery call, our partner will share an overview of your conversation,along with a proposal and fee breakdown for any services you discussed together during your call. At no point will you be under pressure or obligation to proceed with any paid services.

*The exact limitations of the discovery call are at the discretion of our partner and will be based on your circumstances, but formal advice cannot be provided during the discovery call.

Testimonials

What expats say about our experts

I had a very rapid response from both experts for expats & the partner & the information I needed was in the initial email & didn’t need further inquiries. But I was very impressed by their rapidity, expertise in giving me the necessary information. I will get in touch again if need be & will definitely give their references to others in need of such expertise!

Ann B.

UK Tax Return introduction in France

A quick response and very happy with the consultant that was recommended

Jill P.

Investment Advice introduction in United Arab Emirates

The consultant is highly professional, informative, kind, while keeping the communication flow in a very friendly manner, which renders the consultation as a very pleasant talk.

Steva S.

Italian Relocation introduction in Serbia

Very good advice, very professional and knew the subject matter in depth.

Ian M.

Pensions introduction in United States