American Expat

Moving abroad as an American citizen can open up many exciting and new opportunities. However, one thing that will always remain a concern is the IRS and worldwide taxation issues .

What we're about

Gaining Trust

We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

Read more »

Unlike European countries, the United States operates a strict policy of protectionism. That is to say, they do their utmost to keep US money invested in US companies and structures.

Falling foul of these rules can result in unwanted tax bills and penalties, so it is essential that correct and regulated advice is taken at all stages.

Services for American Expats

At Harrison Brook, we are holistic financial advisers who are regulated stringently by the Securities and Exchange Commission (SEC) in the US, as well as throughout Europe via the Cyprus Securities & Exchange Commission (CySEC) and the Insurance Companies Control Service (ICCS).

This allows us to provide the full spectrum of services for Americans living around the world, including IRA accounts, 401K rollovers, and US compliant investment platforms and solutions.

Products for American expats

IRA and 401K management

We are able to consolidate and advise on your US-based retirement accounts whilst you are living abroad, whether it’s a temporary or permanent move. Failure to maintain ongoing management and reviews of your retirement provisions can result in lost opportunities and greater exposure to risk, especially when reaching retirement age.

US compliant investment platform

It is essential that any investment made as a US citizen living abroad does not fall foul of reporting requirements. Most standard European-based investments will have Passive Foreign Investment Company (PFIC) elements. When these are held in any portfolio belonging to a US-connected individual, the IRS imposes significant tax penalties.

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

“

Testimonials

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "It's a nerve-wracking thing to entrust your life savings to a person and company you have never met before. Ryan made the process easy. It was calm, I felt in control and was able to asks and get answers to all the questions I had. I am now all set up with my International SIPP and couldn't be happier."

Harrison Brook has a 5 star independent service rating on Feefo

Want to find out more?

Get Started

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x

Important