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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.
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What we're about…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Ryan Frost | Feb 22, 2017
Family Fortunes – Managing Expat Wealth through the Generations
Managing Expat Wealth: In 2015 George Osborne’s pension freedoms created a dash for cash by retirees. The public might want to focus their attention on the tail-end of his changes…
Posted by Ryan Frost | Feb 22, 2017
Tax rule change for expats on UK property
New tax rule change could mean the tax bill outweighs the benefits Are you a UK Property Tax Expat? The UK government has introduced various changes that make owning property…
Posted by Ryan Frost | Feb 20, 2017
Top 3 types of financial adviser for expats
Making the decision to hire a expat financial adviser can be difficult. It’s not always easy to know exactly what a expat financial adviser is, and what they can do…
Posted by Ryan Frost | Feb 20, 2017
Brexit, financial preparations for expats
If you’re one of the British expats living in an EU country you’re likely wondering how Brexit will affect you .What financial preparations you should make ahead of Britain leaving the…
Posted by Ryan Frost | Feb 20, 2017
Retire in Cyprus – Understanding Pensions
Cyprus QROPS SIPP If you have chosen to retire in Cyprus, your pensions can be the key to financial security in retirement. With Brexit looming and more options than ever,…
Posted by Ryan Frost | Jan 11, 2017
Final Salary Pensions, Brexit and New Rules-What does it all mean for you?
With Brexit uncertainty and a range of options available, Final Salary Pensions can be a source of concern and confusion. For expats, however, there are opportunities on offer. Final Salary…
Posted by Ryan Frost | Jan 09, 2017
How will my family be affected by UK Inheritance Tax?
Many UK expats are unaware that their estate could be liable to UK Inheritance Tax (IHT). Over many years of dealing with expats it comes a massive shock that the…
Posted by Ryan Frost | Dec 04, 2016
Why is my QROP Expensive?
Ever wondered why is my QROP expensive? You won’t be the first or last expat to ask Harrison Brook why is my QROP expensive? If you want to reduce costs…
Posted by Ryan Frost | Nov 30, 2016
Moving abroad: a 3-step financial action plan
Expat relocation Financial Advice Moving abroad is hugely exciting, which is probably why around one in 10 Britons now live overseas. The downside is that it comes with a whole…
Posted by Ryan Frost | Nov 17, 2016
Brexit has been hitting expat wallets hard
A recent article published in The Olive Press, Spain’s premier expat newspaper, has revealed that British expats are facing unmatched financial stress in the wake of this summer’s historic Brexit…