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...
Articles
Navigating Dual Taxation Agreements for UK Expats
12
Sep
For many UK expatriates, the dream of working, investing, or retiring abroad comes with a complex web of financial considerations. One of the most significant of these is the potential for dual taxation—being taxed in both the UK and the country of residence. Fortunately, the UK has established numerous Dual...
Tax Effcient Investments for Australian Expats in the UK
26
Aug
Opportunities for Australian Expats in the UK
In light of recent modifications to superannuation contribution caps, withholding tax regulations, and the nullification of the Capital Gains Tax (CGT) 50% concession on Australian property for Foreign Investors, it's hardly surprising that Australian expatriates are exploring diverse alternatives to accumulate and safeguard their...
Transferring your Shell International Pension Fund / SOCPF? Read On – 2023 Update
22
Aug
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 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...
The Pathway for Non-UK Residents: AES Managing Existing AJ Bell SIPPs
05
Aug
The Pathway for Non-UK Residents: AES Managing Existing AJ Bell SIPPs
With the constant flux of economic conditions, regulatory frameworks, and financial scenarios, the need for effective wealth management is indispensable, especially for non-UK residents who possess a Self-Invested Personal Pension (SIPP) with AJ Bell. As a leading wealth and asset...
Offshore Bonds – A Guide for UK Residents & Expats
28
Jul
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...
Am I UK Domicile? Answer these 39 Questions to Get an Idea
06
Jul
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
Jul
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...
How Do You set up a Disabled Trust? What are the Qualifications For a Disabled Trust? Read on to Find Out
20
Jun
Establishing a disabled trust, also known as a special needs trust, is a vital step in ensuring the long-term care and financial security of a loved one with disabilities. Not only does it provide the financial backbone to support an individual with special needs, but it also grants peace of...