Chartered International Financial Advice From
AES Wealth

Part of the AES International Group

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Trusted by thousands of clients, Worldwide. Featured by:

AES Adviser is part of award-winning AES International

More than anything, we are passionate about what it is that we do. As part of an Award Winning (Financial Times New Breed Advisor Award, Virgin Fast Track, Money Marketing) Chartered global Financial Services company, we set the bar in the measurement of client satisfaction levels.

  • Fully Qualified – Chartered
  • Multi Award Winning
  • Fully Global
  • Fully Independent
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“On a mission to bring you Positive Change”

Sam Instone, Founder & CEO

Switch Your Investments To Us

Do you already have an investment or savings plan, QROPS or SIPP, from such financial services organisations as Old Mutual, SEB, RL360, Friends Provident or IVCM, which is not being pro-actively managed with a below expected level of performance? Perhaps your adviser has moved on and you have, as a consequence, lost contact with him or her.

MANAGE EXISTING INVESTMENT

QROPS & SIPPS

Making use of QROPS (Qualifying Overseas Pension Schemes) or SIPPS (Self Invested Personal Pensions) to allow for the transfer, and subsequent management, of UK pensions to personal pension structures is becoming increasingly popular by those who have built up UK pensions and are now living away from the UK.

QROPS & SIPPS

Investments

Whether you would consider yourself to be ultra risk averse, someone that likes to take a bit of risk, or an investor that is willing to accept higher levels of volatility for greater levels of return, we assist our clients with all manner of investment solutions. All designed to get your hard earned money working harder for you.

INVESTMENTS

Retirement Planning

Planning for retirement is about making use of gainful, cost effective, pension solutions to ensure that you retire when you want to. Many are coming into retirement only to wish that they had better planned for this inevitable event. Getting your retirement planning in order, and making use of a Portable Retirement Plan, will get you where you need to be.

RETIREMENT PLANNING
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Industry insights

AES International Reviews, IHT mitigation, IHT planning for Expats

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats

01 Jan
Inheritance Tax Planning & Inheritance Tax Mitigation for Expats / Non UK Residents As Benjamin Franklin said, death and taxes are life’s only two certainties. Unfortunately, with inheritance tax, it’s possible for the two to occur simultaneously. To understand more about what you can do, today, to reduce the inheritance tax...

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Expat Financial Advice / Expat Financial Adviser, Fee based QROPS advice, Final Salary Pension Transfers, Financial Advice for British Expats, Getting Clients a Better Deal, QROPS, QROPS 2021, QROPS Advice

Financial Advice At Retirement for British Expats

02 Mar
Why financial advice at retirement stage is so important   Whether you are a UK resident or an expatriate, it can be beneficial to consult a financial adviser at different stages of your life, for example when:   Saving for your retirement Investing to make the most of your capital Seeking to minimise...

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AES International Reviews, Change QROPS, QROPS 2021, QROPS FAQ, QROPS jurisdictions

QROPS Guide 2022 – Read to Understand More

12 Feb
Qualifying Recognised Overseas Pension Schemes   A Qualifying Recognised Overseas Pension Scheme (QROPS) is a pension scheme which is based outside of the UK, but which is still registered with HM Revenue & Customs in the UK. It basically means a pension scheme based overseas that HMRC is happy for you to transfer...

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Expat Financial Advice / Expat Financial Adviser, QROPS

Best QROPS Advisers 2022 – QROPS Independent Advice – QROPS Expert

03 Feb
With the amount of 'noise' that there is out there concerning QROPS, SIPPs and everything else to do with UK Pension Transfers, it is not surprising that many people, living and residing outside of the UK who are considering transferring their UK pension fund overseas, are finding the whole QROPS selection...

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Expert Advice, Financial Advice for British Expats, International SIPPs

2022 International SIPP (Self Invested Personal Pension) – Pay 0% UK Tax Worldwide

03 Feb
International SIPPs - Pay 0% UK Tax, Globally Non UK residents, who are looking to consolidate their UK pensions, whilst resident outside of the UK, will often choose to transfer to a QROPS (Qualifying Recognised Overseas Pension Scheme) as it is believed that a QROPS will offer the best outcome in...

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    Changes to legislation means your pension fund can now be passed to your family - get financial advise for the oil & gas industry.