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Expat financial advice from the experts

How much is your pension worth?

Pension worth – What is your pension value?

Working for either the same or multiple companies over the years, makes it hard to know your pension worth. Many people lose track or even forget about some of their pensions.  Nevertheless, for a well-planned retirement it’s important to find out the value of all your schemes.  Even if you are unsure whether you had […]

Retire in the South of Italy

Thinking of moving to the South of Italy? Have you ever thought of living in the South of Italy?  Enjoying the stunning beaches and sunsets all year along? Why not retire there and benefit from 10 years tax-free? Italy is known for its rich culture, delicious cuisine and exquisite wines.  What better way to enjoy […]

QROPS

Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for you. Portugal is famed for  it’s beautiful climate and scenery, its welcoming people and its excellent value standard of living. The fact that the Portuguese […]

Generali Vision

The Generali Vision Scandal – How Unhappy are you?

The Generali Vision… Your Offshore Pension Plan. Your Offshore ISA. The key to your education planning. Thousands and thousands of these policies have been sold to expats in the last decade or so, and if managed correctly (we cannot emphasise strongly enough how important the help of quality financial advice is in this regard) they can […]

Canadian QROPS

No Canadian QROPS – you can still transfer UK Pensions

Did you know that HMRC has cut all Canadian QROPS? In February 2017 Her Majestys Revenue and Customs (HMRC) decided to cut all Canadian QROPS / ROPS (Qualified/ Recognised Overseas Pensions Schemes) from the ROPS list. The reasons being that Canadian retirement plans allow for the holder to use their pension as collateral when buying a […]

Barclays SIPP

Do you have a Barclays SIPP and live Offshore?

Are you aware that Barclays is no longer servicing expats? If you hold a Barclays SIPP you may have been informed that the firm has recently made the decision to stop allowing expats to trade their Barclays SIPP. This means that for you, the expat investor, growing your pension overseas has just become a lot […]

retire in Norway

Retire in Norway- The Expat Guide.

You’re coming up to retirement, or perhaps you’ve already been enjoying it for some years, but what now? What do you do when suddenly your life becomes free time? When you can start living the work free life you’ve dreamed off? You retire in Norway! The InterNations Expat Insider report of 2016 saw Norway excelling […]

Financial advice Fees

Financial advice Fees, Fee-Based or Commission-Based advice.

Financial advice Fees With many of our “so-called competitors” thinking that the industry in Europe will be fee-based in 5-10 years, Harrison Brook are proud to have made the change from commission-based advice a long time ago. Harrison Brook offers a full RDR compliant, Mifid 2 adapted fee-based consultancy service. Where we put your needs […]

British expats in Thailand

British Expats in Thailand – The Expat Guide.

Expats in Thailand You’ve spent your working life building and growing your pension pot. All those hours worked to support your family and your future should not be threatened by the insecurity of the British economy in these changing times. But what can you do? It’s time to fulfil your dreams of retiring abroad… and […]

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 […]