Expat financial advice from the experts
Getting The Most Out of Your SIPP Of all the pension investment options in the United Kingdom, the Self-Invested Personal Pension scheme (SIPP) is a viable option for both locals and expatriates. Financial advisors have already said a lot about the benefits or disadvantages of this system over others like the QROPs (Qualified Recognised Overseas […]
Expatriate Retirement Options Expatriate’s now retiring in the Philippines now have the option for a Special Retirement Resident Retires Visa (SRRV). The SRRV is a retirement program for the expatriate and, is issued by the Philippines Retirement Authority as part of the Bureau of Immigration. With the Philippines fast becoming an expatriate destination with most […]
How much are you really paying for Financial Advice? Using a financial advisor is a surefire way to increase your return on investments and subsequently, your savings and pension funds etc. But, how much are your really paying? Is it worth it? And, how much do you understand about what’s going on with your finances? […]
Retiring abroad? What is the difference between QROPS and SIPP? Does a warmer climate, lower tax and a relaxed lifestyle get you dreaming of life abroad? These dreams are undoubtedly achievable, but often start to fade when you have to work around moving your pension abroad. But there’s no need to stress. With various different […]
pension transfer values Lump sum or regular income… what’s your best option? With previous employers offering huge pension transfer values and schemes being more flexible than you thought. What is your best option as you enter into, or continue your retirement. Defined benefit scheme As many at 5 million people have built significant pensions through […]
There’s thousands of opportunities out there, it’s your job to find them and conquer them. UK business owners are currently going through a period of great uncertainty. With the economy going through something of a rough patch, and Brexit ambiguity a constant shadow hovering above us, many businesses are more concerned with staying afloat than […]
RL360 PIMS Investment Management Service RL360’s ‘PIMS’ is an offshore savings policy, in the Isle of Man. This location allows for efficient tax planning and strong fiscal growth. PIMS Key Features: Tax efficient: based in the Isle of Man. Available in 7 different currencies. Has a 99 year life. Is a ‘Capital Redemption’ bond. Regular, […]
An ‘Investment Bond’ is a united-linked contract available for saving and growing assets. The bond can be single or joint and passed down through the family. Key Features: Tax efficient (based in Isle of Man). Unit-linked funds. Pay-ins can be one-off or regular. A Capital Redemption policy. Available in most major currencies. 99 year term, […]
Generali PPB Portfolio Bond The Generali PPB Portfolio Bond offered through Generali International is a tax-effective, time-saving bond which can be held in various different currencies. Key Features: Tax efficient: company holdings in Guernsey where no income, capital gains or corporation tax is payable. Time efficient: investor checks not necessary for every single new investment. […]
The Premier Advance Savings Plan is a policy which allows you to save an agreed amount on a regular basis, for a pre-agreed number of years. Key Features: Save on a regular basis. First 18 months of payments used to purchase initial units. After 18 months, payments buy accumulation units. No entry cost for regular […]
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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’.
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