Advice Articles

Expat financial advice from the experts

capita Pension

Expat Investment Platform

Many expatriates that have now moved abroad to start either a new life or simply just retire are considering their investments or assets within the UK. With the focus on full financial planning, many expats are now in the process of selling assets and looking for investment portfolios to place and grow their investment, our […]

General Electric

General Electric Co Pension Plan

Are you currently in receipt of a General Electric Co pension plan? Are you aware of the current problems and why are they a concern? What options are available to you? The Deficit Currently the General Electric Co pension plan has a deficit of $31 Billion dollars. After all General Electric Co owes benefits to […]

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 […]

Britannia QROPS

Do you have a Britannia QROPS?

Britannia QROPS? If you have previously lived in New Zealand then there is a good chance you hold a Britannia QROPS. First of all,  let me make clear that Britannia Financial Services is a well-established reputable company. They have dealt with thousands of UK transfers of pensions and if you live in NZ then there would be […]

BBC pension scheme

Do you hold a BBC pension scheme?

Do you hold a BBC pension scheme? We have recently been contacted by a number of clients who have received details of their defined benefits BBC pension scheme and the options available to them. The letter from the BBC states you have 2 options. Option 1: Claim your full BBC pension. This means the full defined […]

QROPS Complaints

QROPS Complaints! Have you been missold a QROPS?

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management charges and penalties for leaving your current investments. Unfortunately here at Harrison Brook, we receive numerous QROPS complaints from more and more clients who have unnecessarily been […]

Financial advice for expats in Mumbai

Financial advice for expats in Mumbai

Financial advice for expats in Mumbai It has recently been reported that Mumbai’s expats are the world’s highest paid according to an HSBC survey. With high earnings brings the need for financial advice for expats in Mumbai. We receive numerous inquiries regarding what options are available to an expat in Mumbai to get their money working […]

expats philippines

Expat Financial Advice in the Philippines 2018

Expats Philippines, Expat Financial Advice in the Philippines Expats Philippines, do you live or plan to move to the Philippines? Looking for regulated international portable financial advice? If you’re an Expatriate or International, living in the Philippines and you are looking for professional expat financial advice/planning we are here to help. We are experienced and familiar […]

Pension Lifetime Allowance

Pension Lifetime Allowance

Are you living abroad as an expat but have a pension that has reached the lifetime allowance? Do you have options available for further growth on your pension? Have you secured a Lifetime Allowance? What You Need to Know The Lifetime Allowance is the maximum pensions savings you can build up without a tax charge […]

IRA

American Expats living Offshore

Individual Retirement Account for American Expats living Offshore Are you among the many American expatriates that have left to retire abroad? What do you do with your pensions funds that you hold in America? Quick facts Under the age of 59 years and 6 months, you may be subject to 10% tax charge and your […]