Articles
20
Nov
In the ever-evolving landscape of global finance, the concept of offshore banking has become a pivotal tool for expatriates (expats) around the world. Far from the shrouded images of tax evasion and secrecy often portrayed in popular culture, offshore banking offers legitimate, practical solutions for those living and working away...
Is Property a Good Investment for a British Expat? Read Pros & Cons
01
Nov
Property investment has long been considered a reliable way to generate income and build wealth. For British expats, investing in property can be particularly appealing due to potential tax advantages and the prospect of owning a tangible asset in their home country. However, property investment comes with its own set...
AES International Review – 2023
01
Nov
At AES International, we have always been driven by a singular vision: helping senior professionals and their families realise their dreams, ambitions, and financial aspirations. Over the years, our unwavering commitment to evidence-based investment philosophy has not only garnered us industry acclaim but has transformed the lives of thousands. We...
Offshore Bonds – A Guide for UK Residents & Expats
28
Oct
Offshore bonds can provide a wealth of advantages for UK residents and expats alike. These investment vehicles, specifically designed to be tax-efficient, can offer numerous benefits in terms of reducing tax liabilities on gains, mitigating Inheritance Tax (IHT) exposure, and assisting with succession planning. In this examination, we will delve...
Transferring your Shell International Pension Fund / SOCPF? Read On – 2023 Update
22
Oct
Introduction
Considering transferring out of your Shell International Pension Fund or Shell International (Bermuda) SOCPF? Read on for an update based upon 2023 tax and pension situation. The Shell International Pension Fund and Shell Overseas Contributory Pension Fund (SOCPF) are pension schemes offered by the multinational oil and gas company Shell...
Family Investment Company Guide 2024 – Download Your Copy Today
12
Oct
Are you seeking a strategic approach to safeguarding your family's wealth for generations to come? Dive deep into the world of Family Investment Companies (FICs) with our comprehensive 2024 FIC guide. If your family wealth is in excess of £1 million, these are just some of the reasons why you...
Am I UK Domicile? Answer these 39 Questions to Get an Idea
06
Oct
The 39 questions below, may provide you with an indication as to whether you would be considered as being UK domicile. Contact us today to obtain a full, legal opinion on your UK domicile status.
What was the birthplace of your father and his nationality when you were born?
Where...
AES: Your Trusted Partner for Managing International SIPPs
05
Oct
When it comes to managing an existing International Self-Invested Personal Pension (SIPP), AES International's unrivalled expertise in global wealth management and pension planning sets it apart. As a client-centric organisation, we have a long-established track record of providing our clients with tailored strategies designed to significantly reduce costs and improve...
Application Form for Relief at Source on UK Pensions for Income Tax (income to be paid gross)
01
Oct
If your residence is in a country that maintains a dual tax agreement with the UK (check for current Dual Taxation Agreements in place with the UK here: UK DTAs 2023), which provides exemption from UK Income Tax, you can you can use the 'Form DT Individual' to apply for...
Family Investment Companies (FICs): A Guide to Multi-Generational Wealth Succession Planning
10
Aug
Article by Russell Hammond FPFS FCSI - Chartered Financial Planner & Chartered Investment Adviser
Fellow of the Chartered Insurance Institute & Chartered Institute of Securities & Investment
Wealth succession planning is vital for high net worth families looking to ensure that their amassed wealth not only remains within the family but...