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Finance, investments and pensions

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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...

The Telegraph - The surprising places British expats can earn the most - 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
The Times - Thousands of retiring Britons vote for Brexodus - 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 Observer - How to relocate overseas - click to see article

Testimonials

What expats say about our experts

Very good advice, very professional and knew the subject matter in depth.

Ian M.

Pensions introduction in United States

Your website and immediate response to my enquiry immediately gave me the re-assurance that my tax enquiry would be handled professionally. The partner provided clear and concise advice on what was not a straightforward tax matter. It was finalised within eleven days of the first enquiry which included out of hours contact and managing the eleven hour time difference between Australia and Scotland.

Robert M.

UK Tax Advice introduction in Australia

I found the initial response from both Experts for Expats and the Consultant to be excellent. Since I am already abroad the consultant arranged the consultation via Zoom. It proved possible to resolve my issue within the initial consultation. It was however apparent that the consultant has the necessary knowledge to assist further if this becomes necessary. In that case I will not hesitate to contact the same consultant again.

Ian B.

Statutory Residence Test, UK Tax Return introduction in Tanzania

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

Quick response, and follow up from the connection that was made - which was professional and trustworthy 

Sarah B.

Uk Tax Return introduction in Netherlands

Your advisor answered all my questions, clearly and to my satisfaction.

Nicholas C.

Tax introduction in Thailand

The speed of response, the overall professionalism of the consultant and the ease with which business was conducted.

Philip H.

Pensions introduction in Georgia

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