Other countries
I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service.
Helen C.
Pension transfer introduction in United States
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
My issue is complex so a decision re filing is contingent upon consultation with HM taxes here in the UK. Your consultant was excellent .
Patricia W.
US/UK Tax introduction in United States
Very pleased with the introduction, whom I have now retained. I interviewed several prospects and they came out on top due to the crisp, concise answers they provide and the reasonableness of their fees.
Sylvia B.
Remittance Advice introduction in United States
The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.
Ivor M.
Double Tax Relief introduction in Portugal
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
Great service that connects you to people who can help to cut through complicated issues.
Sandy D.
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
