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Finance and Wealth Finance and Wealth

Finance and Wealth Management Introductions

Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.

Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.

Experts for Expats has been featured in...

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
The Times - Thousands of retiring Britons vote for Brexodus - 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
Saga - Want to retire in the EU? What could the future hold for you? - 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

To be honest the service has been exceptional and the Experts for Expats partners have been very good in their response and help so far. I’d definitely recommend your web service.

Michael M.

UK Tax Return introduction in United Kingdom

This was a superb service. I had my tax query answered in a timely, efficient, professional manner and the tax expert now has a new client so win:win

Tracey M.

Statutory Residence Test introduction in Qatar

My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.

Rebecca P.

UK CGT introduction in United States

The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.

David B.

UK Capital Gains Tax introduction in Luxembourg

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

Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people

Cynthia K.

Investments introduction in United Kingdom

My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!

Liana S.

Pensions, QROPS transfer introduction in United Kingdom

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