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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 FCA. After surveying 100 expats about their experiences, we've created this spotlight on the state of financial advice for British expats to highlight how you can improve your financial decision-making and avoid making costly mistakes.
According to a recent HSBC report, only 9% of expats have had help from a financial adviser, yet 52% said find their financial situation difficult to manage due to tax.
We’ve spoken to hundreds of expats over the years who’ve received inappropriate advice which has been detrimental to their finances – often as a result of unsolicited sales approaches.
We surveyed 100 British expats living in 52 different countries to find out more about their experience of receiving unsolicited financial advice to dig into one of the possible reasons why 91% of expats have not reached out to a financial expert to discuss their financial situation: the cold callers giving finance professionals a bad name.
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.
You can also download our full report, which provides insight, analysis and support which will help expats understand how they can find trustworthy financial advisors amidst the minefield of expat financial advice.
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
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
It’s good... a good experience - I got just what I was looking for and needed/wanted
Richard T.
UK Tax Matters introduction in United Arab Emirates
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
A highly professional yet friendly interaction which addressed my concerns about my CGT liability and helped me reassess the criteria used as basis for calculating the amount due. Very happy with the service.
Howard P.
Capital Gains Tax introduction in Ireland
I was a bit skeptical, but everything was exactly as advertised, and the initial free consultation was excellent: the consultant evidently knew his stuff, and provided clear and comprehensive advice. I wouldn't hesitate to use Experts for Expats and the consultant again.
Peter C.
UK Tax introduction in Morocco
The consultant is highly professional, informative, kind, while keeping the communication flow in a very friendly manner, which renders the consultation as a very pleasant talk.
Steva S.
Italian Relocation introduction in Serbia
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
