Help, Advice and Events
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 good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.
Terrhi H.
Inheritance tax and estate planning introduction in United Kingdom
The expert was very friendly, helpful and precise in answering my questions on the rules on residence and domicile, and their effects on tax status, for UK-US dual citizens like myself and my wife. I was stimulated to confirm the salient points on Gov.UK. This has allowed us to plan our future stays in the US and UK.
Donald T.
UK/US Tax matters introduction in United States
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
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
The expert provided was highly professional, gave useful information and advice and provided me with a recommendation of a firm to deal with the nitty-gritty.
Matt K.
Pensions introduction in Portugal
It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.
Louis AvG.
Statutory Residence Test introduction in United Kingdom
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
