Expat Financial Advice Articles

Expat financial advice from the experts

budget

Summer budget 2015 – Expat Pension Implications

Expat Pension Implications- Summer Budget 2015 – What’s changed? On 8th July 2015, Chancellor of the Exchequer George Osborne delivered the UK’s first conservative-only budget speech. Chancellor dedicated the speech to the expat pension implications since November 1996. In March, he outlined legislation to allow annuity holders to assign their income to a third party: To allow […]

Expats in Saudi

Old Mutual EIB, CIB, ERB (Skandia)? No Financial Adviser?

Do you have an Old Mutual EIB, CIB, ERB (Skandia)? No Financial Adviser? Do you have an Old Mutual EIB, CIB, ERB (Skandia), however no financial adviser? In fact, clients can lose contact with their international financial advisor for any number of reasons. Most compelling reasons are: The client moved country. The advisor moved the company. […]

avoiding lifetime allowance charge

QROPS: Avoiding Lifetime Allowance Charge (LTA)

How can a QROPS assist in avoiding the Lifetime Allowance (LTA) charge? Qualifying Recognised Overseas Pension Schemes (QROPS) can be an option for wealthy expats considering their options as the UK lifetime allowance cap on pensions was reduced to £1.25 million and is planning to continue to fall in years to come. The problem for […]

Expat Financial Advice Phuket

Expat Financial Advice Thailand

Looking for Expat Financial Advice Thailand? Whether working or retired, your financial planning needs differ from those back home. Therefore, get the advice you need at Harrison Brook – Trusted partner for Expat Financial Advice Thailand. Whether it is the food, the tropical beaches or the relaxed way of living, Thailand offers many expats a […]

draw-down

Pension Reforms 2015 – Compare QROPS

UK Budget 2015: How do the pension reforms impact each QROP jurisdiction? (Compare QROPS) Today (6th April 2015) came into force the implementation of a series of UK pension reforms, which impact not only the UK local market but also the international pension market, particularly the field of QROPS. Harrison Brook outline the key changes […]