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 »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
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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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…
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…
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.…
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…
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…
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,…
Posted by Ryan Frost | Jul 31, 2015
Best QROPS Jurisdiction – Freedom of Pensions Impact
Best QROPS Jurisdiction – 48 newcomers join the Qualifying Recognised Overseas Pension Schemes list Since the new rulings regarding the freedom of pensions came into action with the start of…