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Update: Please be aware that despite the Coronavirus (COVID-19) pandemic, we are operating as usual and our partners will be conducting initial consultations online and by telephone.

Request a free introduction to an independent Assurance Vie specialist

Gain expert guidance to help you understand your assurance vie options and how an assurance vie could offer you tax efficient investment options. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors who will provide you with independent financial advice tailored specifically to you.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable fee-based advisor in our network.

Helping you make smart choices for a better life at home and abroad

  • Your situation
  • Investment details
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Request your free introduction to a fee-based independent financial advisor

Request an introduction to one of our trusted fee-based assurance vie specialists

Our introductions are a personalised, high quality service that connects people to our panel of trusted experts, each qualified to provide tailored advice and guidance.

With the help of our experts you can be sure that you will receive the help you need to make smarter decisions about your financial matters.

Assurance vie specialist - fee based financial advisor checking money

Fee-based financial advice

Our independent experts are qualified to assist with the nuances of the financial situations for British expats living in France and will be able to provide you with trusted independent advice.

Whatever your requirements, our experts will be able to help.

Assurance vie specialist - hand picked advisor

Claim your free consultation

Our hand selected independent financial advisor will offer an initial free consultation lasting up to 30 minutes to provide trustworthy answers to your general questions.

If you need further assistance, a more detailed discussion will take place incorporating a fact-find and risk assessments.

Assurance vie specialist - woman advice thumbs up

Tailored advice you can trust

All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.

No automation, no robots, no algorithms. Just tailored advice you can trust. 

Additional services following the initial discussion.

Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.

Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.

There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.

Experts for Expats has been featured in...

The Telegraph - The surprising places British expats can earn the most - click to see article
The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article
The Observer - How to relocate overseas - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article

What expats say about our experts

As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.

Phil. C.

Pensions introduction in France

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

Dealing with financial issues from overseas is stressful and difficult. You take away that stress.

Darren C.

Tax introduction in Japan

Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.

Rachel B.

UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom