Advice Articles

Expat financial advice from the experts

Expat Investment Platforms

Expat Investment Platforms – is now the right time?

Expat Investment Platforms Expat investment platforms and deciding whether to use one is never an easy decision. There are so many factors to consider, it is hard for any expat investor to know where to start. Firstly, what do expat investment platforms actually bring to the table? Think of it as a one-stop shop for all your financial needs and […]

Friends provident international reserve bond

Friends Provident International Reserve Bond

Do you hold a Friends Provident International Reserve Bond? The FPI reserve Bond rightfully has one of the worst reputations around. Incredibly expensive, it was sold for years by financial advisers who were being paid out huge commissions in the process. As a result, the cost of the charges far outweigh the supposed tax benefits. Especially […]

retire early

Retire early – The Expat Guide

Retire Early… Most people spend 40 years of their lives working towards it, but how many people genuinely spend 40 years planning for it? (On average) The 40 year working life of an adult provides for the purchase of a house, the education of children, and the luxuries that you can bestow on your nearest and dearest […]

Transfer my Dutch pension

Transfer my Dutch pension

The Netherlands is frequently recognised as having one of the world’s top ranking pension systems by the Melbourne Mercer Global Pension Index. This high ranking is thanks to the diversity of the Dutch pension system’s funding sources, its accuracy in measuring costs and contributions to ensure fair distribution, and its strong regulation by the Dutch […]

Retirement Financial Advice

Retirement Financial Advice?

Retirement Financial Advice First of all when people hear the words “retirement financial advice” they immediately think of pensions, wealth management and personal finance advisers. As well as whether or not they have enough money to enjoy life once retired. Money is an important factor upon retiring, however, it is not the only aspect to […]

Financial Advisor in Luxembourg

Expat Financial Advisor Luxembourg

Financial Advisor in Luxembourg Just as there are many reasons why expats choose to live and work in Luxembourg, there are many reasons for seeking financial advice. It is also important to understand the various forms of financial advice and what each financial advisor can offer. Understanding Financial Advice The most comprehensive advice, taking into […]

stakeholder pension

Can I transfer my stakeholder pension?

Stakeholder Pension Transfer?  Is a Stakeholder Pension Transfer possible? This is a question we are getting asked more and more at Harrison Brook. With pensions being at the height of current affairs, everything from a QROPS to a SIPP being discussed, it is important to define exactly what a Stakeholder pension is. Stakeholder pensions are […]

guernsey QROPS. Financial advice for expats

Is my Guernsey QROPS secure?

Guernsey QROPS Did you transfer to a Guernsey QROPS? Are you aware of the changes to legislation? Read on to find out how you may have been impacted. For many people who transferred their UK pension(s) to a QROPS in Guernsey some years ago, the choice of a stable offshore location at that time was […]

expat inheritance tax

Expat Inheritance Tax

As an expatriate have you considered the Inheritance tax liabilities from your estate that will be left to the beneficiaries? Do you need to look at ways to reduce this and have effective control over the tax liabilities? Many expats now living abroad, still find themselves as UK domicile on the event of death. What […]

Retiring Abroad

Three things to think about when you retire abroad

Check out our top three considerations for expat retirees: For many of us, jetting off to warmer climes on our retirement is the ultimate dream; and it’s one that’s very achievable for many of us. With property less expensive in many parts of Europe and cheap flights abounding, a retirement in the sun could be […]