Spotlight on...
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.
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.
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 >
Having very little idea about my tax and personal finance obligations as a potential expat, both the information provided on the website and the advice I received from the consultant during the consultation was extremely helpful in answering my key concerns.
Jason D.
Tax introduction in United Kingdom
Excellent responses and consultant was honest enough to admit that I didn’t need to pay for ongoing support. He provided the advice needed.
Ian T.
Double Tax Relief introduction in China
The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.
Ivor M.
Double Tax Relief introduction in Portugal
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.
John C.
Spanish Tax Planning introduction in Spain
Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter
Liz H.
Tax introduction in United Kingdom
It's an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.
Zoe B.
UK Tax Return, Statutory Residence Test introduction in United States
Very good advice, very professional and knew the subject matter in depth.
Ian M.
Pensions introduction in United States
I appreciated the whole Introductory process. It was fast, efficient (lots of feedback) and professional. My query was answered by the recommended company within the 15 minute time frame. I have kept the accountant's name and contact details on record for future reference. This was a great way to locate a professional from a long way away. I am sure I will use the company again in the future.
Gail B.
UK Capital Gains Tax introduction in South Africa
