alexanderpeter.com

4.9
4.9 Based on 201 reviews

Providing specialist advice to British expats living around the world. Tax efficient and tax compliant solutions for those living within the EU....

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Lincoln
Robin Norton: extremely helpful advice on UK pensions for US residents

Robin Norton was extremely helpful to work with. Personable, knowledgeable, and detailed in his approach and deliverables. He helped my wife and I navigate situations that were signficantly more complex than we first imagined, especially given we had defined contribution, defined benefit, and retirement annuity accounts, and no UK bank account or other UK presence. He was patient in helping us understand the various options that were available to us and the known costs and benefits to each, allowing us to make our own decision and not feel "sold to" at any point. I'm also grateful to Robin for highlighting a number of tax and social security considerations that we were not previously aware of - so while not offering tax advice (appropriately) it made us aware of where we might benefit from a professional tax adviser. So the process and content was excellent, but above all Robin was most affable and agreeable to work with.

5
Date of experience: Jul 14, 2023

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