United Kingdom
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.
Joanne E.
Pensions introduction in United States
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
I was positively surprised at how easy and honest the whole process was. There wasn't any pressure to pay for anything I didn't want to, or sign up for an ongoing relationship - just straightforward, honest advice. If only all advisory services were as smooth as this!
Alexander C.
Irish Tax introduction in United Kingdom
The advisor was excellent in giving clear and useful advice. I have already recommended him to another friend who is an international teacher who is seeking to invest her money.
Seema M.
QROPS introduction in Hungary
There is lots of really useful information with real-life examples on the website. When you need specific advice from an expert the process is simple and very quick. My consultant dealt with my unusual situation well and it was reassuring to know that my tax return was being dealt with by an expert. Follow ups were done to ensure I was happy with the consultant. Everything was handled very professionally.
Rosie M.
UK Tax Return introduction in Botswana
This was a superb service. I had my tax query answered in a timely, efficient, professional manner and the tax expert now has a new client so win:win
Tracey M.
Statutory Residence Test introduction in Qatar
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
Contacted quickly by a Spanish tax expert who could answer our initial questions and set out the way forward in detail with fees clearly explained.
Paul J.
Spanish Tax Planning introduction in United Kingdom
