Success Stories

  • Dr Andy and Rachel Lewis were emigrating to Australia with an Investor Retirement Visa. If it weren’t for Prism Xpat, the Lewis family would have paid over £150,000 in tax on their retirement income. Read more...

     

What our clients say about us

If you're an existing client of ours, we'd love to hear from you - please contact us to share your comments.

The service that I have received from Prism Xpat has been professional and friendly and the technical knowledge of the staff was good as well. Pensions seem to be a bit of a Black Art, however the concepts were explained well to us in the initial meeting and subsequently.”

P Fleming

“In assisting me sorting out my finances, I found Prism Xpat’s service very professional throughout. They kept me well informed during the process and I got on very well with the staff, they made me feel comfortable with the service. We would definitely recommend Prism Xpat to any of our friends or family who come over here to get their finances sorted out.”

A Saberton

“I felt really comfortable with the service from Prism Xpat. They came highly recommended and I trusted them. They came across as very honest and forward throughout. Prism Xpat’s international pensions service saved me a lot of time and hassle. I have friends who are coming out to Perth soon and they are going through the same process, like we did. We will be recommending Prism Xpat to them.”

M Chamberlain

They knew what they were talking about. Prism Xpat helped me to do something that I wasn’t able to do. People are told different things from so many people and it gets confusing… they’ve made things a lot clearer…and my pension has been transferred within six months of us arriving!”

C Branton

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For Investment Planning we make recommendations based upon the Whole of Market. The levels and bases of taxation are subject to change. Information provided on this site in relation to tax, pension & Investment issues in both Australia and New Zealand is based upon our current understanding. Related legislation and tax rates are subject to change at any time by the respective governments and authorities of both countries. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. PRISM XPAT is a trading style of Xpat Limited which is authorised and regulated by the Financial Services Authority. Xpat Ltd is entered on the FSA register under reference 459255.


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