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 >
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
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
I really appreciate what this website seeks to achieve as tax affairs are often complicated enough even without COVID complications. The consultant you provided was from a firm that Deloitte had also recommended which reinforced that they would be reliable and be able to provide a quality service.
Shanveer H.
UK Tax Matters introduction in United Kingdom
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
Experts for Expats were quick to answer my response professionally. Their expert was very knowledgeable.
Alun B.
Capital Gains Tax introduction in Canada
In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit
Neil B.
Pensions introduction in Australia
I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you
Rosanna K.
Investment Advice introduction in United States
We have been struggling with the complexity of the immigration process to the UK. Experts for Expats referred us to a tax accountant who was very responsive and in just a few minutes clarified many of our questions and gave us some peace of mind regarding at least that part of the process. We are very pleased and will continue to use the site and the referred accountant as we continue to navigate the process.
Lolin G.
Cross border tax planning introduction in United States
