Portugal
Portugal
I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.
Ian M.
Investment Advice introduction in Qatar
It's an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.
Zoe B.
UK Tax Return, Statutory Residence Test introduction in United States
My issue is complex so a decision re filing is contingent upon consultation with HM taxes here in the UK. Your consultant was excellent .
Patricia W.
US/UK Tax introduction in United States
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
I am very pleased with the speed and quality of information I received from Expert from Expats. It’s wonderful to have all information you need in one place, thank you for providing this service. You will never noticed how much research you need to do until you are in an expat situation and this website offers all you need.
Marcela B.
UK Tax Return introduction in United Kingdom
I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.
Carl P.
Pensions and Brexit introduction in Spain
Excellent service from start to finish. Would definitely recommend.
Nick S.
UK CGT introduction in United States