Ireland

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.

My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!

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.

Just got me to the right person in the quickest possible time with the minimum of fuss and great follow-up.

Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.

I found the expert I was looking for and received excellent service.

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.

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you.