Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Moving to Italy

Posted by Ryan Frost | Nov 30, 2017

Moving to Italy – The Expat Guide

With the UK facing Brexit and it’s economic consequences now is the perfect time to think about moving abroad. You’ve spent your life working up to a position in which

MiFID II

Posted by Ryan Frost | Nov 24, 2017

Will MiFID II impact my pension?

Will MiFID II effect my pension? MIFID II Pension SIPP QROPS With an estimated 100,000 plus British residents leaving the UK every year and the number still increasing every year.

Continental Wealth Management Closure

Posted by Ryan Frost | Oct 09, 2017

Continental Wealth Management (CWM) – Closure

Have you just been notified of the closure of Continental Wealth Management (CWM)? Here at Harrison Brook client requests have already begun to come in asking for help. If you

SIPP for non uk residents

Posted by Ryan Frost | Oct 05, 2017

SIPP for Non UK Residents / UK Expats

International SIPP for Non UK Residents & UK Expats If you have moved away from the UK and you built up UK registered pensions before you left. May it be

American Expats offshore

Posted by Ryan Frost | Sep 14, 2017

Canadian Expat difficulties, have a Registered Retirement Savings Plan (RRSP) and Tax Free Savings Account (TFSA)?

Here’s a problem you may run into as a Canadian expat… Canadian expatriate, still have an RRSP or TFSA in Canada? You’re not alone. After speaking with many Canadian expats,

Posted by Ryan Frost | Sep 11, 2017

Renewing your Carte De Sejour in France ?

Renewing your Carte De Sejour in France? As an expat in France who hasn’t quite mastered the beautiful language of love, even the simplest of tasks can become eventful. With

Collective Redemption Bond

Posted by Ryan Frost | Aug 31, 2017

OMI ‘Executive Redemption Bond’ (ERB)

The Executive Redemption Bond is a capital redemption policy with a 99 year term. Provided by Old Mutual International, based in the Isle of Man, it is not subject to

Collective Redemption Bond

Posted by Ryan Frost | Aug 31, 2017

OMI ‘Collective Redemption Bond’.

The Collective Redemption Bond is an Old Mutual International Bond, it is a capital redemption contract with a 99 year term life. Provided by Old Mutual International, based in the

Collective Redemption Bond

Posted by Ryan Frost | Aug 31, 2017

OMI ‘Collective Investment Bond’ (CIB)

The Collective Investment Bond is a whole of life offshore bond with no fixed term. It is exempt for income and capital gains tax since the bond is provided by

savings bond

Posted by Ryan Frost | Aug 31, 2017

Friends Provident Reserve Bond

Friends Provident Reserve Bond A Friends Provident Reserve Bond is an effective tool for meeting the complex tax needs of each individual client.  Available throughout the world, the Friends Provident International

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