Expat Financial Advice Articles

Expat financial advice from the experts

international SIPP benefits

Best International SIPP: The Expat Pension Solution?

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 […]

Section 32 Buyout Harrison Brook

Section 32 Pensions – What you should know

Section 32 Pensions – What is it? A Section 32 Pension is an old pension policy, used mainly pre 1988 to transfer pensions rights that had been built up in a workplace scheme, into an individual pension policy. They were often used if an occupational scheme was about to be wound up or the employee […]

expat estate planning harrison brook

Expat Estate Planning: The Cost of Doing Nothing

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 […]

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 […]