Are you a financial adviser?

Open Customer site

Technical Services


The content on this page is intended for the use of professional financial advisers only. If you are not an adviser, please visit our customer site.

Our Technical Services team is headed by Brendan Harper who is based in our Isle of Man office. Brendan has many years experience of the offshore financial services industry and has supported advisers on technical issues at FPI during much of that time. He is also a regular contributor to International Adviser and sits on their Tax Panel.

UK Autumn Budget 2017 (22/11/2017)

Following the UK budget announcement on Wednesday, our Technical Services team has summarised some of the key points to consider

View document

UK Election Opportunities (01/06/2017)

The UK General Election is only days away and the different parties hoping to form the next government have been setting out their stall. Brendan Harper has been looking at the opportunities this might present to you and your clients.

Click here to view webinar

Spring Budget 2017 - QROPS Changes (21/03/2017)

The UK Spring 2017 Budget contained a game-changing announcement in the relation to overseas pension transfers. The proposed transfers tax was a surprise addition to tax changes that were already in the pipeline and outlined in our previous webinar. In this webinar, FPI's Technical Services Manager, Brendan Harper examines the transfer tax, and discusses what it means for pension transfer strategies going forward.

Click here to view webinar