Advice Articles

Expat financial advice from the experts

Pension Transfer Advice Cost

Pension Transfer Advice Cost

Pension Transfer Advice Cost – Explained To transfer or not to transfer? This question is still of relevance today as it was back in 2015 when tax rules changed. People over the age of 55, upon transferring their pensions, had subsequently greater access to their pots. They were able to enjoy a 25% tax free-lump […]

HMRC QROPS USA

HMRC QROPS USA

HMRC QROPS USA Are you an American resident who wants to transfer their UK pension to an HMRC QROPS USA? Do you have more than one British pension and you wish to consolidate? Are you intending to never return to the UK? Within this article, we look into the options available to US residents with […]

International Private Pension Plan

International Private Pension Plan There are various International Private Pension Plans available for those with transient epxat lifestyles, the key is to find the right one for you. The difficulty for any international employee is the build of several pensions pots, in different schemes, in different countries. Upon reaching retirement you cannot access certain funds, […]

uk savings account while abroad

UK savings account while living abroad

UK savings account while living abroad For any British expat planning on returning home, holding some form of UK savings accounts while living abroad is often a priority. The UK financial market, regulated by the Financial Conduct Authority FCA offers peace of mind knowing you are protected by UK legislation. Factors such as your monies […]

UK Pension Transfer to Canada

UK Pension Transfer to Canada – Still Possible?

UK Pension Transfer to Canada – Is it still possible? Introduction: Canada is a top destination for British Expats with a reported 600,000+ choosing to live in the country. With amazing natural beauty, excellent health care and education systems, there are many reasons British Expats are choosing Canada over and above other expat hotspots. But […]

UK Standard Advice for Expats

UK Standard Advice for Expats

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 The market has been plagued by commission-based advisers, working off opaque and outdated business models that have never really had client interests at heart.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 […]

Merchant Navy Officers Pension Fund

Merchant Navy Officers Pension Fund – MNOPF The Merchant Navy Officers Pension Fund, also known as MNOPF was formed in 1938 and provides Defined Benefits pensions for ship’s officers and their families. A Defined Benefit pension is a guaranteed income for life from retirement, often with 50% of the annual amount passing to the spouse […]

sustainable investment

Sustainable Investment – The Best Way to Save Our Planet?

“We are running the most dangerous experiment in history right now, which is to see how much carbon dioxide the atmosphere can handle before there is an environmental catastrophe” Elon Musk Global warming and climate change has come to the forefront of not only personal concerns but also as a larger part of corporate dialogue. […]

Finanacial Planning in Portugal

Financial planning in Portugal for Expats

Portugal has been a favourite destination place for a lot of British tourists. The city of Algarve, for example, has been on many must-see places lists. A lot of Brits have already been or started settling in this beautiful southern area. So what makes this country an attractive destination? If you have decided to move […]

move to portugal

Financial Advice for expats in Portugal

Moving abroad? Consider Portugal. So, other than a high quality health system, easy accessibility to the rest of the world and 3300 hours of sunshine a year! What other reason do expats in Portugal have for the move? How about the Portuguese Non-Habitual Tax Resident scheme (NHR)? What is NHR? The NHR is a Portuguese tax regime […]