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Vexeio platform

Expert tax help forshares & investments

Senior specialists across every major tax area — AI brief before day one, escrow until you approve.

Structured intake, verified credentials, and clear scopes — so complex cases move faster with less rework.

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  • Free
  • No account needed
  • Matched to a verified specialist
8+Major tax specialisms on one platform
AITechnical brief before your first conversation
EscrowPayment protected until you approve the work
AI intake

Your situation, structured for experts.

One structured intake captures jurisdiction, entities, and timelines — your brief reaches a verified specialist before day one, without repeated discovery.

Vexeio AI Agent

Vexeio AI

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Vexeio AIAssistant

Hi! I’m your Vexeio AI advisor.

I can help across all major areas of tax — cross-border & expat, crypto & digital assets, shares & investments, trusts & estate planning, tax disputes, pensions, corporate tax, and self-employment.

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Eight specialisms

One platform. Every tax specialism.

Whether you're dealing with crypto gains, specialist tax compliance, trust structures or a tax dispute, Vexeio has a verified senior specialist for your exact situation.

Cross-border & Expat Tax

Treaties, residency tests and offshore disclosure for US, UK and dual-status clients — without guesswork.

Crypto & Digital Assets

Gains, DeFi income and exchange reporting mapped to HMRC and IRS crypto rules.

Shares & Investments

CGT, schemes (EMI, RSU), EIS/SEIS and PFIC elections across portfolios.

Trusts & Estate Planning

Trusts, IHT and succession structures with cross-border estate coordination.

Tax Law & Disputes

Enquiries, audits, disclosures and tribunal-ready defence with penalty mitigation.

Savings, Pensions & Benefits

Allowances, QROPS, bonds and wrappers tuned for multi-jurisdiction retirement.

Business & Corporate Tax

CT planning, R&D, TP and holding structures — including UAE CT readiness.

Self-Employed & Freelancer Tax

IR35, PSC vs umbrella, expenses and MTD-ready filings for mobile workers.

Cross-border & Expat Tax

Treaties, residency tests and offshore disclosure for US, UK and dual-status clients — without guesswork.

Crypto & Digital Assets

Gains, DeFi income and exchange reporting mapped to HMRC and IRS crypto rules.

Shares & Investments

CGT, schemes (EMI, RSU), EIS/SEIS and PFIC elections across portfolios.

Trusts & Estate Planning

Trusts, IHT and succession structures with cross-border estate coordination.

Tax Law & Disputes

Enquiries, audits, disclosures and tribunal-ready defence with penalty mitigation.

Savings, Pensions & Benefits

Allowances, QROPS, bonds and wrappers tuned for multi-jurisdiction retirement.

Business & Corporate Tax

CT planning, R&D, TP and holding structures — including UAE CT readiness.

Self-Employed & Freelancer Tax

IR35, PSC vs umbrella, expenses and MTD-ready filings for mobile workers.

Network

Verified specialists for every discipline.

Credentialled partners and seniors across cross-border, crypto, trusts, and corporate — briefed before day one, not generalists.

CPA · EA · CTA. Handle US worldwide income, FBAR, PFIC elections, UK SRT, FIG regime, treaty tie-breakers and Streamlined procedures. Operate across US, UK, EU and Canada.

Cross-border & Expat Specialists

Crypto Tax · DeFi. Specialise in crypto capital gains, DeFi protocol income, NFT disposals, staking, airdrops, offshore exchange reporting, HMRC and IRS digital asset compliance.

Crypto & Digital Asset Experts

CFA · Tax Advisor. Capital gains optimisation, share scheme advice (EMI, RSU, CSOP), EIS/SEIS, foreign investment portfolios, offshore bonds and tax-efficient investment structuring.

Investment & Portfolio Tax Planners

Barrister · Solicitor · CTA. HMRC enquiries, IRS audit defence, tax tribunal representation, voluntary disclosures, COP8/COP9 investigations, penalty negotiations and litigation support.

Tax Lawyers & Investigation Specialists

TEP · Trust Specialist. Discretionary and offshore trust setup, inheritance tax mitigation, family investment companies, succession planning, deed of variation and lifetime gifting strategies.

Trust, Estate & IHT Planners

Pension Specialist · IFA. Annual and tapered pension allowance, QROPS cross-border transfers, offshore bond planning, ISA structuring, and tax-efficient retirement income across jurisdictions.

Pension & Savings Tax Experts

CPA · EA · CTA. Handle US worldwide income, FBAR, PFIC elections, UK SRT, FIG regime, treaty tie-breakers and Streamlined procedures. Operate across US, UK, EU and Canada.

Cross-border & Expat Specialists

Crypto Tax · DeFi. Specialise in crypto capital gains, DeFi protocol income, NFT disposals, staking, airdrops, offshore exchange reporting, HMRC and IRS digital asset compliance.

Crypto & Digital Asset Experts

CFA · Tax Advisor. Capital gains optimisation, share scheme advice (EMI, RSU, CSOP), EIS/SEIS, foreign investment portfolios, offshore bonds and tax-efficient investment structuring.

Investment & Portfolio Tax Planners

Barrister · Solicitor · CTA. HMRC enquiries, IRS audit defence, tax tribunal representation, voluntary disclosures, COP8/COP9 investigations, penalty negotiations and litigation support.

Tax Lawyers & Investigation Specialists

TEP · Trust Specialist. Discretionary and offshore trust setup, inheritance tax mitigation, family investment companies, succession planning, deed of variation and lifetime gifting strategies.

Trust, Estate & IHT Planners

Pension Specialist · IFA. Annual and tapered pension allowance, QROPS cross-border transfers, offshore bond planning, ISA structuring, and tax-efficient retirement income across jurisdictions.

Pension & Savings Tax Experts

Why Vexeio

What makes Vexeio different.

Choose your partner or senior specialist with a technical brief already on the file — before the first call.

The shift

Compare the experience.

Legacy intake fails on complexity. Here is the gap — and how we close it.

Legacy

The old experience

What expats have had to accept

  • Explain your full situation from scratch on a paid intake call
  • Work assigned to whichever staff member has capacity
  • No visibility into who is actually working your file
  • Critical cross-border forms missed by generalists
  • Errors discovered at amendment — at your cost
Vexeio

With Vexeio

What should happen

  • AI builds your full technical brief, free, before anyone is paid
  • You choose from matched partners and senior specialists
  • Your expert receives the brief and arrives prepared
  • Work done correctly by someone who specialises in your situation
  • Payment released only when you approve the outcome
Real cases

Real situations, every specialism.

Crypto to HMRC to estates — each routed to a specialist who does it daily.

Cross-border & Expat

Ryan Mitchell, 34

San Francisco → Berlin

US citizen in Germany — four years unfiled; German ETFs as PFICs, FBAR gaps. Streamlined offshore route.

Read snapshot →

Crypto & Digital Assets

Alex Donovan, 29

London, UK

Three years of crypto gains across exchanges and DeFi — staking and airdrops never declared.

Read snapshot →

Shares & Investments

Priya Sharma, 44

Manchester, UK

US RSUs & ESPP with a US brokerage account — double taxation and CGT on disposal.

Read snapshot →

Trusts & Estate Planning

Caroline & David W.

Surrey, UK

£4.2m estate with heavy IHT exposure — BTL, portfolios, nil-rate band taper risk.

Read snapshot →

Tax Law & Disputes

Marcus Bell, 52

Bristol, UK

HMRC COP 9 — Swiss account and overseas rents undisclosed for eight years; prosecution risk.

Read snapshot →

Pensions & Savings

Dr. Sarah Okafor, 57

London → Toronto

NHS pension and SIPP — retiring to Canada; QROPS, OTC and treaty income planning.

Read snapshot →

Corporate & Business Tax

TechFlow Ltd

London & Dubai

UK SaaS expanding to UAE — R&D relief, PE risk, UAE CT registration and dividend extraction.

Read snapshot →

Self-Employed & IR35

Jamie Pearce, 36

Reading, UK

IT contractor under HMRC IR35 enquiry — mixed inside/outside contracts and back taxes.

Read snapshot →
How it works

Situation to specialist in three steps.

Plain English in, technical brief out — then you choose who does the work.

Brief intelligence dashboard

Structured intake

Live

Practice coverage

8+ lanes

Payment protection

Escrow

Step 1

Describe your situation in plain English

Describe your situation in plain English — where you live, what you earn, your assets, your tax history. Any area: cross-border, crypto, investments, trusts, disputes, IR35. No forms, no jargon. The AI understands the full complexity immediately.

Plain EnglishAny jurisdictionFree

Step 2

Vexeio builds your technical brief

Vexeio analyses your situation against HMRC guidance, IRS publications, case law, crypto regulations, trust legislation and tax statutes across all specialisms. It identifies every obligation, every risk, every form — and produces a structured brief a senior specialist can act on immediately.

Treaty analysisRisk identificationAction-ready brief

Step 3

Choose a verified partner or senior specialist

Vexeio presents matched experts — partners, managers and senior practitioners who have handled your exact situation before. They receive your brief before any conversation. Payment is held in escrow and released only when you approve the work. You are in control at every step.

Partners & managersVerified track recordsEscrow protected
Case studies

Case studies across every specialism.

Eight archetypes — pick a lane to see how the brief lands.

Cross-border & Expat

Ryan Mitchell, 34

San Francisco → Berlin, Germany

US Citizen in Germany — 4 Years Unfiled

Ryan relocated to Berlin in 2020. He receives salary in EUR, holds German ETFs and a Riester pension, and has not filed a US return since leaving.

AI brief summary · 4× Form 1040 · FEIE vs FTC · FBAR (4 years) · Form 8621 PFIC · Streamlined Foreign Offshore

Why this is complex

  1. 1US citizens must file worldwide income regardless of residency. German ETFs and Riester pension each carry specific US reporting obligations
  2. 2German ETFs are PFICs under US law. Each fund requires Form 8621. Without a QEF or MTM election, punitive default PFIC rates apply
  3. 3Four years of FBAR violations. Penalties up to $10,000 per account per year for non-wilful violations
  4. 4Streamlined Foreign Offshore Procedures available but require non-willfulness certification

Resolution

Streamlined package filed. Total penalty: ~$3,500 versus estimated $42,000+ if audited without disclosure.

📈 ~$42,000 in penalties avoided
Vexeio can build my brief →
From our clients

What they say about Vexeio.

Outcomes from crypto, equity, and estate work — in their words.

★★★★★

“I had 3 years of crypto gains across 5 exchanges and had no idea where to start. Vexeio built the entire brief in minutes. The specialist reconciled everything and filed a voluntary disclosure. Penalties reduced to zero.”

Alex D.

₿ Crypto trader · London

★★★★★

“My RSUs were vesting for 4 years and I had no idea about the tax. Vexeio identified the CGT exposure, the ESPP issue and the US brokerage reporting problem. The specialist saved me close to £28,000. No other service even came close.”

Priya S.

📈 Tech employee · Manchester

★★★★★

“We had a £4.2m estate and a potential £820,000 inheritance tax bill. Vexeio mapped the entire situation before we spoke to a single adviser. The trust specialist reduced our projected liability by £530,000.”

Caroline & David W.

🏠 Estate planning · Surrey

Get started free

Your situation is complex.The right expert isn’t hard to find.

Free brief in minutes. Matched to a verified partner — escrow-backed delivery.

  • Structured AI brief before any specialist fee
  • Verified partners & senior practitioners only
  • Escrow-protected delivery you approve
  • Cross-border, crypto, trusts & corporate coverage
See how it works
Best path forward

Freebrief to start

Matched to a verified partner — escrow-backed delivery.

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→ Typical brief in under 15 minutes · No commitment before you appoint