Expat Financial Advice Articles

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

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Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

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QROPS Complaints

Posted by Ryan Frost | Mar 08, 2018

QROPS Complaints! Have you been missold a QROPS?

QROPS Complaints Have you been mis-sold a QROPS? Are you currently in a Maltese or Gilbrator QROPS but don’t know why and are now locked in with expensive annual management

Hong Kong QROPs

Posted by Ryan Frost | Dec 07, 2017

Delisted Hong Kong QROPS

Delisted Hong Kong QROPS As of April 2017, there were 23 listed Hong Kong QROPs. One delisted straight away and a further 2 delisted in October. All remaining 19 Hong Kong

guernsey QROPS. Financial advice for expats

Posted by David Naughton | Nov 02, 2017

Is my Guernsey QROPS secure?

Guernsey QROPS Did you transfer to a Guernsey QROPS? Are you aware of the changes to legislation? Read on to find out how you may have been impacted. For many

Should I transfer to a QROPS

Posted by David Naughton | Aug 16, 2017

Should I transfer to a QROPS?

Should I transfer to a QROPS? When you’re an expat, finances can (and invariably do) get complicated. In today’s article, we’re going to identify when expats should be considering a

Posted by Ryan Frost | Apr 19, 2017

HMRC QROPS – 2017 overhaul of the QROPS Rules

Why did HMRC decide to change the HMRC QROPS requirements? In light of the increased pension flexibilities introduced in April 2015, HMRC decided to review the conditions for HMRC QROPS.

Spring Budget

Posted by Ryan Frost | Mar 23, 2017

What did the Spring Budget mean for QROPS?

Spring Budget  The Spring Budget has brought changes to ‘Qualifying Overseas Pension Schemes (QROPS) . Which will affect expats who want to transfer their pensions outside the EU, New Zealand

Overseas UK Pension Transfers

Posted by David Naughton | Feb 20, 2017

Overseas UK Pension Transfers (QROPS)

 “To transfer, or not to transfer?” That is the question.  A question that many expats have wrestled with in the past and many more are and will wrestle with in

why is my QROP so expensive?

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 | Jun 27, 2016

Expat Pensions Advice – The Three Benefits of QROPS

Three Big Benefits of QROPS A new weapon in the financial planning arsenal of a smart expat is a Qualifying Recognised Overseas Pension Scheme, or QROPS and we’ve put together

Posted by Ryan Frost | Nov 11, 2015

QROPS Portugal – Portuguese Taxation

QROPS Portugal – Is your pension legal in Portugal? Retirement Plans Written Under Trust or Contract Law: Recent action has been taken in various civil law countries legislating directly against,

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