Do you have a Halliburton Pension?

Posted on 21st August 2018 in Advice

Halliburton Pension- Background Halliburton Company is an American multinational corporation. One of the world’s largest oil field service companies, it has operations in more than 70 countries.It owns hundreds of subsidiaries, affiliates, branches, brands, and divisions worldwide and employs approximately 50,000 people Unlike a number of companies, The Halliburton defined benefits/final salary pension scheme is one of the […]

Portugal – QROPS, and Taking Your Pension Tax Free!

Posted on 27th July 2018 in QROPS

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 […]

Pension Sharing Order for a QROPS

Posted on 25th April 2018 in Advice

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? […]

Do you hold a Nortel pension?

Posted on 6th April 2018 in British expats

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 […]

The Generali Vision Scandal – How Unhappy are you?

Posted on 26th March 2018 in Advice

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 […]

Do you have a Britannia QROPS?

Posted on 21st March 2018 in Advice

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 […]

Do you hold a BBC pension scheme?

Posted on 14th March 2018 in Advice

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?

Posted on 8th March 2018 in Advice

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 […]

Evonik Industries Pension Scheme?

Posted on 25th January 2018 in Advice

Do you hold an Evonik Industries Pension? The Evonik Industries pension scheme currently has the 6th largest pension deficit throughout the world.  According to MSCI’s research, which examined the pension funding status of 5,300 companies. Evonik Industries has a 32.5% gap between its pension obligations and the resources set aside to fund them. If you […]

Expat Tax in Spain

Posted on 7th December 2017 in Advice

With Spain being one of the top destinations for expats, have you considered the tax implications that are required and, how sufficient wealth advice can help? Under the current rules, you are liable for tax in Spain on worldwide assets if you are here for 183 days or more. This still applies even if you […]