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Expat Financial Advice

British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.

The State of Financial Advice for British Expats

We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.

As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.

Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.

Speak to a financial advisor you can trust

If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.

Request introduction to a trusted independent financial advisor >

Download the report

Download the report

File size: 2.3 MB

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Experts for Expats has been featured in...

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
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
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
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article

Testimonials

What expats say about our experts

In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit

Neil B.

Pensions introduction in Australia

Excellent responsiveness from both site and chosen consultant. Initial consultation suggests they have experience with my specific, complicated situation - which has been difficult to find from my own research.

Tim G.

UK Tax Return, Double tax relief claim introduction in United Kingdom

The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.

Leighton A.

Australian Tax Matters introduction in United Kingdom

My experience was excellent. I received exactly what the website promised in a prompt and professional manner. My questions were answered quickly. I was happy with the advice given and there was no pressure to continue working with a paid consultant. Highly recommended. 

Maureen O.

US tax matters introduction in United States

Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.

Simon C.

Canadian Tax Return introduction in Canada

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

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

Sarah B.

Uk Tax Return introduction in Netherlands

Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.

Andrew B.

Double tax relief introduction in United Kingdom