Information for British Expats
Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much.
Cathy O.
Wills introduction in United Kingdom
A highly professional yet friendly interaction which addressed my concerns about my CGT liability and helped me reassess the criteria used as basis for calculating the amount due. Very happy with the service.
Howard P.
Capital Gains Tax introduction in Ireland
What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.
Alison D.
Assurance Vie introduction in United Kingdom
I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
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.
John C.
Spanish Tax Planning introduction in Spain
Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!
Michael W.
Split Year Treatment introduction in United States
Great to have someone like youselves to turn to for expat tax advice. Quick, efficient and to the point, it has helped me to very quickly determine where I stand and have a clear picture where I stand with my UK tax affairs, thanks!
Christo R.
Split Year Treatment introduction in Hong Kong
I am always anxious about following up on offers such as this because it may result in being bombarded by unsolicited emails. This did not happen and the service was what was promised. Quick, efficient and easy to use
Pauline M.
Wills introduction in Cambodia
