Expat Financial Advice Articles

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

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Getting results

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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720 Modelo pension

Posted by Ryan Frost | Apr 06, 2018

What impact does the 720 Modelo have on my pension?

720 Modelo and my pension Before answering ‘what impact does the 720 Modelo have on my pension’ we are best off breaking it down. Many of our clients know about

naps - new airways pension scheme

Posted by Ryan Frost | Apr 06, 2018

Do you hold a Nortel pension?

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

Generali Vision

Posted by Ryan Frost | Mar 26, 2018

The Generali Vision Scandal – How Unhappy are you?

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

BBC pension scheme

Posted by Ryan Frost | Mar 14, 2018

Do you hold a BBC pension scheme?

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

Pension Lifetime Allowance

Posted by Ryan Frost | Feb 07, 2018

Pension Lifetime Allowance

Are you living abroad as an expat but have a pension that has reached the lifetime allowance? Do you have options available for further growth on your pension? Have you

BT pension transfer advice

Posted by Ryan Frost | Jan 25, 2018

Evonik Industries Pension Scheme?

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

clerical medical bond

Posted by David Naughton | Dec 12, 2017

Do you hold a Clerical Medical Bond?

Clerical Medical International offshore Bonds Many investors own an International Offshore investment Bond and a number of the original providers of those Bonds have subsequently sold their ‘book’ of clients

QROPS SIPP

Posted by Ryan Frost | Dec 04, 2017

Friends Provident International Reserve Bond

Do you hold a Friends Provident International Reserve Bond? The FPI reserve Bond rightfully has one of the worst reputations around. Incredibly expensive, it was sold for years by financial

Transfer my Dutch pension

Posted by Ryan Frost | Nov 24, 2017

Transfer my Dutch pension

The Netherlands is frequently recognised as having one of the world’s top ranking pension systems by the Melbourne Mercer Global Pension Index. This high ranking is thanks to the diversity

stakeholder pension

Posted by Ryan Frost | Nov 03, 2017

Can I transfer my stakeholder pension?

Stakeholder Pension Transfer?  Is a Stakeholder Pension Transfer possible? This is a question we are getting asked more and more at Harrison Brook. With pensions being at the height of

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