Expat Families Articles

Expat financial advice from the experts

USA expats investment advice

USA Expats Investment Advice

USA Expats Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas, however, these numbers are open to challenge and can change quickly. On top of the normal concerns of education for children and where to live, […]

Investment income taxation France 2018

Investment Income Taxation France 2018

Investment income taxation France 2018 What are the changes in Investment income taxation France 2018? As of January 2018 tax residents of France are no longer required to pay French Wealth Tax on savings and investments. Additionally, there is a new tax rate on investment income benefits.  Below I have identified the main changes for […]

Capita Oak

Pension Sharing Order for a QROPS

Pension Sharing Order for a QROPS Pension sharing order for QROPS is becoming increasingly common. Although at first, they can seem complicated to sort out, there is a simple process that can be followed to facilitate the court requirements. To start with let’s break down the overall position and terminology used. QROPS – What exactly is it? […]

Nortel pension

Do you hold a Nortel pension?

Do you hold a Nortel pension? If you are part of the Nortel pension scheme then it is likely you have recently received a letter from Nortel UK Pensions. The message from the Nortel Pension Trustees informs you about your defined benefits pension and the options available. Nortel Networks Background Nortel filed for bankruptcy protection […]

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

Have you been missold a QROPS? QROPS Complaints!

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

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 […]