- Award-Winning Chartered Accountants & Chartered Tax Advisers
- 20+ Years Of Experience
If you’re looking for expert guidance on your UK tax situation, we’ll match you with an experienced tax advisor for a 60-minute one-on-one consultation. If you have a more complex matter or discuss – longer consultation options are available.
| Consultation | Cost | Number of Queries | Query Type |
|---|---|---|---|
|
30 Minutes |
£395 |
1-2 |
Designed for clients who wish to cover 1-2 tax questions with a qualified UK tax expert. |
|
45 Minutes |
£495 |
3-4 |
Suited to clients with a small range of more complex tax issues. |
|
60 Minutes |
£595 |
Multiple |
Ideal for clients looking for an in-depth discussion of multiple queries with a qualified UK tax expert. |
Our team matches you with a qualified, friendly and experienced tax expert who knows the ins and outs of various expat tax situations. Whether you’re planning a move, already abroad, or just figuring out how different tax systems affect you, they’ll explain everything clearly.
We don’t routinely provide a written summary following consultations. However, if you would find a summary helpful, feel free to contact us at info@expattaxes.co.uk at least 72 business hours before your consultation and we’ll be happy to assist.
Please also see our Terms and Conditions for full details.
If you need more support after your initial consultation, the tax advisor will be able to assist with follow-up questions or ongoing advice. Any additional support will require a separate engagement or fee agreement, which will be arranged directly with the advisor.
After your consultation, we’ll send you an email providing the advisor’s full contact details and company information. You’ll have everything you need to continue working with them directly.
| Policy | Fee |
|---|---|
|
Cancellation within 72 hours of scheduled consult start time. |
50% of consult fee. |
|
Cancellation more than 72 hours before the scheduled consult start time. |
£75 |
|
Rescheduling within 72 hours of scheduled consult start time. |
50% of consult fee. |
|
Rescheduling more than 72 hours before the scheduled consult start time. |
£75 |
|
Missing information within 72 hours of scheduled consult start time. |
50% of consult fee. |
Yes, you can cancel or reschedule your consultation. You may request a one-time reschedule, free of charge, subject to availability.
Rescheduling and cancellation requests must be submitted in writing to info@expattaxes.co.uk. If a request is received outside of business hours (9am–5pm, Monday to Friday, excluding bank holidays), it will be treated as received on the next business day at the earliest. Our team will then help you find a new time that works.
In all other cases, the fees outlined across apply.
Cancellations are also subject to your statutory rights under the Consumer Contracts Regulations. Full details of your rights, as well as applicable fees, can be found in our Terms and Conditions.
Unfortunately, we do not offer refunds for no-shows. If you book a consultation but do not turn up at the scheduled time, we charge a re-booking fee of 50% of the consultation fee. We encourage you to reschedule your consultation free-of-charge, in advance of 72 hours of the booking, in order to avoid these fees. Any queries relating to your consultation should be directed to our Client Service Manager info@expattaxes.co.uk.
To provide you the best tax advisory services possible, your tax advisor may ask you to:
If they don’t receive the information in time, we may need to reschedule — and a rescheduling fee may apply.
If you’re a UK expat with interests in offshore trusts or you’re worried about being taxed twice on the same income, this can be discussed at a high-level during your initial consultation with your tax specialist. However, some topics are a bit too complex for a standard consultation. For example, topics like offshore trusts, corporate structures, or detailed offshore fund reviews usually need more time and work. We’ll touch on them briefly if they come up, but for full advice, extra follow up sessions are needed.
Additionally, please anticipate that one consultation will not be sufficient to address:
Topics such as these can rarely be addressed within the allocated timeframe for a consultation.
Therefore, please view the consultation as an initial preliminary discussion, during which high-level advice can be discussed and a detailed scope of work drafted if required.
A 1-hour tax consultation is intended as a preliminary discussion to review your specific tax situation and address key concerns on frequently arising expatriate tax matters.
Due to the limited time, it is not designed to provide an exhaustive analysis of every possible tax scenario. We will cover as much as possible within the time frame. Still, in cases where the situation is more complex or requires in-depth planning or research, additional consultations or services may be necessary.
This ensures that all relevant factors are properly considered to provide you with accurate and tailored advice.
Yes, your tax professional will help ensure that your tax affairs are in order before you leave by:
Tax laws can change over time. You’ll receive advice based on the current regulations at the time of your consultation. But it’s your responsibility to check back in with your tax expert if you’re making decisions down the line.
Yes! Whether you’re an expat looking for personal tax guidance or a business navigating cross-border tax matters, a tax advisor is ready to help.
We recommend keeping your tax documents and advice summaries for at least six years, as the HMRC may request them for audit or compliance purposes.
Yes — if your situation needs expertise beyond what your tax advisor can offer, we’re happy to connect you with trusted third-party professionals who specialise in that area.
Yes, your tax expert will offer guidance on the taxation of UK pensions, including lump sums, pension payments, and how pensions are taxed when you move abroad. But they don’t offer investment advice. You’ll need to talk to a specialist for specific pension planning.
Your tax pro will help you handle an HMRC enquiry or dispute. For more detailed support, though, you’ll need to set up a separate engagement, which may come with extra costs.
Many of the tax specialists we work with also offer tax return filing services. If you’d like support with compliance after your consultation, your advisor can discuss next steps and fees directly with you.
UK residency rules are complex – but they’re necessary for determining what income is taxable. During your consultation call your tax expert might, in some simple cases, be able to determine your UK residency but more commonly, a written report will be needed during which a full analysis can be conducted. Your tax expert can work with you to determine your exact standing for tax purposes, helping you meet all your responsibilities and claim available reliefs.
No, the expat tax advice provided to you is strictly confidential. You can’t share it with a third-party unless you have written permission.
Your tax expert is there to give you the best tax support possible, but they need the right information to do that. If anything’s missing or not quite right, they can’t be responsible for any penalties or unexpected tax bills that come up. So, the more accurate and complete your details are, the better your tax specialist can support you.
Yes, some topics are a bit too complex for a standard consultation. For example, topics like offshore trusts, corporate structures, or detailed offshore fund reviews usually need more time and work. We’ll touch on them briefly if they come up, but for full advice, extra follow up sessions are needed.
Unfortunately, consultations cannot be recorded for privacy reasons. However, in some cases your consultation may be recorded by the tax adviser. This is done only for security and quality assurance purposes, and any recordings are treated with strict confidentiality. If you’d like a summary of your chat, please request this 72 hours in advance and a written follow-up can be arranged for an extra fee.
In some cases your consultation may be recorded by the tax adviser. This is done only for security and quality assurance purposes, and any recordings are treated with strict confidentiality.
Drop us a line today with your query and we’ll get back to you shortly!
