Expat financial advice from the experts
Reporting Your UK Pension SIPP/QROPS USA Tax reporting and compliance is a key requirement for anyone’s financial assets but never more so than in the United States. If you have built up UK pension contributions and hold one or more UK pension fund then it is important to know it is compliant for the SEC […]
401K Rollover for Expats Are you an ex-pat living in the United States? Are you a US ex-pat now living outside of the US? If so the likelihood is that you have built up some 401K. Within this article, we will review the options available to you including 401K rollover for Expats. What is a […]
What is Flexi-Access Drawdown for expats? Flexi-access drawdown is a pension solution that allows you to access your pension fund whenever you like, however you like. Any monies not withdrawn can be reinvested in the right portfolio for your specific needs. This might be capital growth, or income generation. Flexi-Access Drawdown for expats differs, in […]
Types of Drawdown Pension UK for Expats If you are an ex-pat with one or more UK pensions and either in drawdown or looking to drawdown, there are 2 main types available to you. They may not currently be available through your existing plan in which case you will need to transfer. Or, you may […]
Expat Frozen Pensions Do you hold one or more Expat Frozen pensions? Have you built up numerous pension pots with previous employers? Are you wanting to access your frozen pension or consolidate it into one? The majority of people who have worked in the UK will have contributed to their company pension scheme. Often, when […]
QROPS UK to USA Do you hold UK pensions you wish to transfer to the USA? Do you live in the USA with no intention to return? Do you hold more than one UK private pension you wish to consolidate? In my previous article, we assessed the options available to US residents including the benefits […]
UK SIPP for a US citizen Are you a US citizen with UK Pensions? Do you still have access? Are you wanting to consolidate many pensions into one? Do you simply want the ability to manage your investments? As a US resident or a US citizen you are unfortunately limited in which pension providers you […]
What does a pension transfer cost? Are you considering transferring your UK pension? Do you have a UK pension and now live abroad? Do you need to transfer your pension in order to gain access to your monies? Within this article, we will assess all the costs associated with a UK pension. There are numerous […]
Should I move my UK defined benefit pension? Do you have a UK defined benefit pension? Have you recently been contacted by your UK pension scheme about transferring your pension? Within this article, we will explore the current defined benefit pension market, the process of transferring out and the associated risks and potential rewards of […]
Withdrawing UK pension in France Are you a French resident withdrawing a UK pension in France? Is this the first time you will be drawing on your personal pension since moving to France? Do you have more than one pension you wish to drawdown from? Within this article, we will discuss the process involved and […]
© 2020 Harrison Brook Limited
'Harrison Brook Limited' is registered in England No: 08587690 & 'Harrison Brook France' is a registered branch of ‘Harrison Brook Limited’, immatriculation au R.C.S Antibes ‘838 461 325’.
Europe/Worldwide
The financial advisers trading under Harrison Brook/bfmi are members of Nexus Global (IFA Network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licenced and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number FSC00805B.
United States of America (USA)
Harrison Brook through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC). SEC number: 801-110724, CRD number: 288833. Registration as an investment adviser does not imply a certain level of skill or education.
Check the background of this firm on the Investment Adviser Public Disclosure page
French Mortgage Advice
For French mortgage advice, this is conducted by ‘HB Property S.A.S’, immatriculation au R.C.S Antibes ‘831 714 761’. 'HB Property S.A.S' est inscrit a L'Orias le Registre unique des Intermédiaires en Assurance, Banque et Finance sous le numéro d’immatriculation '18005964'
