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Request an introduction to a fee-based, independent UK inheritance tax specialist

Gain expert guidance to help you better plan for your financial future and specifically discover ways to reduce your UK inheritance tax that are also tax efficient in Spain. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors.

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 a fee-based, independent UK inheritance tax specialist - specialist advice

Fee-based financial advice

Our independent experts are qualified to assist with reducing the UK inheritance tax burden for British expats living abroad and will be able to provide you with trusted independent advice.

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

Request an introduction to a fee-based, independent UK inheritance tax specialist - what you get

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.

Request an introduction to a fee-based, independent UK inheritance tax specialist - trusted advice

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. 

What's included in your free introduction.

Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.

Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.

Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.

There is no sales push and you are under no obligation to proceed with any services.

Experts for Expats has been featured in...

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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
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - 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

Testimonials

What expats say about our experts

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

Darren C.

Tax introduction in Japan

Easy to use website, fast response, excellent consultation. Expecting to use consultant to assist with preparing SA100 whilst I'm abroad.

Paul S.

Statutory Residence Test introduction in United Kingdom

I highly recommend The service provided by Experts for Expats. They were quick, efficient and extremely helpful. I got all the answers I needed.

Jacinta G.

UK tax return introduction in Greece

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Ian M.

Investment Advice introduction in Qatar