Expat financial advice from the experts
The French Assurance Vie Moving to France has many benefits for British Expats – the culture, the cuisine, the weather and the pace of living among them. However, becoming a French Resident or retiring in France can have it’s drawbacks – the complex and overbearing tax system is one of them. Income tax and social […]
UK SIPP Abroad as a Non-Resident One of the main concerns Expats have when moving abroad is managing their retirement provisions and pension pots. Cross-border financial planning has been a notoriously tricky area, with various tax-wrappers, pensions and products in play. So what are the options as a non-UK resident, and can you still have […]
US Resident Receiving a UK Pension Cross-border financial planning can become incredibly complex, especially when you factor in different jurisdictions and tax authorities, such as the IRS and HMRC. As a US resident with UK pension provisions, you may be confused as to what your best options are, or whether you should consider transferring your […]
Pension Transfer Costs Are you looking at transferring your UK pensions, but unsure as to what a pension transfer costs? When moving abroad, one of your biggest concerns might be what happens to your retirement and pension pots. Often, people may have built up several different pensions with different employers over the course of their […]
Transfer Defined Benefit Pension to SIPP A transfer defined benefit pension to SIPP is something that we are often asked if it’s a good idea or not. Defined benefit pension schemes have often been branded the ‘golden handcuffs’ of retirement provisions. The reason for this is twofold: 1) Defined benefit pension schemes guarantee a level […]
Accessing UK Pension From Abroad As an Expat, organising and arranging your finances and retirement plans can become a headache. You’ll likely have several bank accounts (locally and in the UK), as well as several different pension pots that you have accumulated over years of working in the UK and maybe abroad. Factoring in UK […]
Retirement Planning in Canada – Canada RRSP Moving abroad can be equally as daunting as it may be exciting. Whilst moving abroad has several perks, maintaining a coherent financial plan is not one of them. Retirement planning is increasingly become more complex in the UK and the rest of Europe. This only becomes more confusing […]
UK Standard Advice for Expats For years, receiving appropriate and value for money financial advice abroad has been a daunting process. The market has been plagued by commission-based advisers, working off opaque and outdated business models that have never really had client interests at heart. Harrison Brook was created to address this problem – we […]
Are you looking for the best International SIPP out there? Retirement planning has always been one of the most complex areas of financial planning. With so many different solutions available, all with differing features, picking the product that universally suits your needs can quickly become overwhelming. Add in the fact that you may have moved […]
Inheritance tax receipts hit a record £5.4 billion in 2018/19, a £200 million increase from the previous tax year. Research conducted by Canada Life has estimated that HMRC will take up to £10 billion in tax from those within their remit by 2030, which equates to almost double the current level. Expat estate planning should […]
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'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 (EU)
MiFID (Investment)
Harrison Brook are members of Nexus Global (IFA Network). Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Harrison Brook is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20.
IDD (Insurance)
Harrison Brook is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101
Rest of World (ROW)
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 03647.
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'
