Expat financial advice from the experts
The Assurance Vie market is very fluid. As such, we felt it prudent to highlight the best assurance vie providers available in 2023. What Exactly is an Assurance Vie? An Assurance Vie is a life insurance policy specifically created for the French market. It is a contract between an individual (the policyholder) and an insurance […]
What to do with your UK Pension when you move to France? Since Brexit and the date the UK left the European Union, UK Pension Providers can no longer service French and European residents, or offer advice on their pensions. So what should you do if you already live abroad, or plan a move? UK […]
Finding a trustworthy financial adviser in France Finding a financial adviser can be challenging, particularly in a country that you have just moved too. Not every individual needs a financial adviser, but for those who do, working with someone who has the right blend of experience, knowledge and holding your best interests at the forefront […]
Transferring your Pension Fund from the UK to France France is the most common retirement destination for British Nationals. It’s only a 2-hour flight from the UK and combines excellent weather with beautiful landscapes. Whether you’re moving to rural Normandy, the popular Dordogne region or the French Riviera, France has a multitude of options. Retiring […]
Assurance Vie Providers Comparison 2022 (In English) What is an Assurance Vie? An Assurance Vie is a tax efficient French investment product. It’s a life insurance contract that works in the same way as an investment bond. It provides significant tax benefits; both income and inheritance, and provides a wrapper to hold all your investments. […]
Utmost Apex France Assurance Vie Review 2022. Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East. Utmost acquired Quilter International December 2021, and recently launched it’s own Assurance Vie product for the French market. As Assurance Vie’s are one of the most […]
How is my UK pension taxed in France? If you are a British national retiring to France, you may be wondering how the French government will tax your UK pensions. UK pensions come in different forms: State, government and personal. The tax treatment differs depending on what type of scheme you hold. It’s important to […]
Capital Gains Tax (CGT) in France on Investments Capital Gains Tax (CGT) in France on investments is not straightforward. It’s important to understand how gains are taxed as a French resident to ensure you are reporting the correct information to the French tax authorities. How do you calculate a capital gain? A capital gain is […]
Assurance Vie Taxation Assurance Vie Taxation: The French Assurance Vie is a tax-efficient investment wrapper that holds underlying investments. It is essentially a life insurance investment bond that provides tax benefits, in particular for people who hold the product long term. Considering the high tax rates in France, it’s prudent to make use of the […]
Investment for Expats in France Any expat living in France who has considered investing for their future will have come across an Assurance Vie. An Assurance Vie offers significant tax advantages for those who intend to retire in France. Specifically for any lump sum investment, the advantages kick in from year 4 and fully from […]
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'Harrison Brook Limited' is registered in England No: 08587690 & 'Harrison Brook France' is a registered branch of ‘Harrison Brook Limited’, immatriculation au R.C.S Antibes ‘838 461 325’.
Europe (EU)
MiFID (Investment)
Harrison Brook are members of Nexus Global (IFA Network). Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Harrison Brook is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20.
IDD (Insurance)
Harrison Brook is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101
Rest of World (ROW)
The financial advisers trading under Harrison Brook/BFMI are members of Nexus Global (IFA Network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licenced and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647.
United States of America (USA)
Harrison Brook through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC). SEC number: 801-110724, CRD number: 288833. Registration as an investment adviser does not imply a certain level of skill or education. Check the background of this firm on the Investment Adviser Public Disclosure page
