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Finance, investments and pensions

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Request your free introduction to a fee-based financial advisor

Our free introduction service will connect you with a hand-picked independent financial advisor that can help with your financial planning, investments and retirement plans.

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Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article

Testimonials

What expats say about our experts

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

Yes, I would definitely recommend Experts for Expats, I was very impressed with the consultation, what really stood out was the consultant’s in-depth knowledge, his friendliness and the clarity of the information he provided (he scored 10 out of 10, in my book).

Nicholas L.

UK Tax Return, Double Tax Treaties introduction in Switzerland

My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.

Rebecca P.

UK CGT introduction in United States

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom

I have actually already recommended the site to someone else in a similar situation to me. I did quite a bit of searching, and Experts for Expats was one of the many sites I engaged with. However after the responses from everyone, there was absolutely no doubt in my mind that this was the best service.

John W.

US Tax Return introduction in United Kingdom

Looking for a tax expert with knowledge of both the US and UK as my circumstances changed was quite daunting. Experts for Expats made it easy - and found me an excellent, knowledgable consultant. 

Simma G.

US/UK tax matters introduction in United Kingdom

Easy to use website, fast response, excellent consultation. Expecting to use consultant to assist with preparing SA100 whilst I'm abroad.

Paul S.

Statutory Residence Test introduction in United Kingdom

Knowledgeable in all the areas I had questions on, spent the time to go through all my questions which gave me a lot to think about and what options I should consider. Followed up with email outlining what we had discussed. Very professional.

Belinda B.

Investment Advice introduction in United States