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How our introduction services work How our introduction services work

How our introduction services work

We provide introduction services to a carefully selected group of partners with expertise in tax, financial planning, estate planning, property services, mortgage applications, Wills among many other areas.

These consultants are some of the leading experts in their respective field and we’ve conducted due diligence on all of them to ensure they can be trusted to provide the highest quality of service.

Personal assistance from the start

These people help us create and update the articles on Experts for Expats with the intention of providing as much information as possible to assist people making their decisions.

However, we also believe that it is irresponsible to expect people to use online articles to make decisions about their lives. It is vital that people can have their questions answered by professionals, or receive professional, regulated advice if required.

Since 2012, we have helped over 60,000 people get answers to their questions, as well as providing access to tax and financial services.

Helping Expats Make Smarter Choices

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hand selected experts

Hand picked experts

We provide expats of all nationalities and backgrounds with a personalised service from the offset. Your request is always dealt with by hand and you will be introduced to an expert who best fits your needs.

No AI, no algorithms, no jargon.

Free discovery call

Once your expert has been selected, you may be eligible for a free discovery call which will last around 15 minutes (potentially longer) and is designed allow our partner to understand more about your situation and enable you to have some general questions answered.

During the call, our partner will be able to explain any potential services, what would be included and a no obligation fee quotation allowing you to decide whether to proceed or not.

free consultation couple
ongoing services

Formal advice and services

Following the free discovery call, if you decide that you need formal advice or additional assistance from our partner, they will provide you with an overview of their services and details of any potential costs.

You are free to decide whether to proceed with any services or not, but there is never any obligation or pressure. 

If you proceed with any paid services, we receive a small payment from the advisor paid as an introduction fee.

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
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - 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

Testimonials

What expats say about our experts

I had my consultation with Stephanie, who was really polite and friendly. She listened to my circumstances and analyze it. She also clarified the misunderstandings from my side as well. Overall, the session was extremely helpful.

Adam L.

Irish Tax Matters introduction in Ireland

I found the whole advice experience with the consultant to be very professional. My questions were answered immediately and I trust the advice he has given me. Considering I am in Australia the time turn around was superb.

Ian B.

UK Capital Gains Tax introduction in Australia

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

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

Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.

Simon C.

Canadian Tax Return introduction in Canada

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

Louis AvG.

Statutory Residence Test introduction in United Kingdom

Quick response, and follow up from the connection that was made - which was professional and trustworthy 

Sarah B.

Uk Tax Return introduction in Netherlands

After dealing with PwC for many years, it was refreshing to deal with a person that sounded like he actually cared...

Rossana R.

Statutory Residence Test introduction in Denmark