Inheritance Tax Planning & Inheritance Tax Mitigation for Expats

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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International Group Pension Plan for Global Employers

As award winning International Financial Advisers, we arrange and manage International Pension Plans that allow you to provide portable and flexible pension solutions to your global employees. We take care of your International Pension Plan needs, in order that you can focus on attracting the very best global talent for...

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Changes in Malta Rules QROPS 2019. 2021 Update – Contact Us Today If These Changes Have Affected You

2021 Update. If you've been told that you must appoint a Discetionary Fund Manager to your QROPS (DFM), contact us today to understand all of the DFM options available to you.   On the 1st of January 2019, substantive rules changes came into affect concerning the investment management of Maltese QROPS (Qualifying...

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2021 International SIPP (Self Invested Personal Pension) – Pay 0% UK Tax Worldwide

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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Transfer QROPS back to a SIPP – Transfer QROPS to Different Jurisdiction – 2021 Update

With the regulatory landscape for QROPS (Qualifying Recognised Overseas Pension Scheme) changing, even more so now that the UK has left the EU, it's quite understandable that those who had transferred to a QROPS are now questioning whether it actually makes more sense to transfer their QROPS back to a...

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High Performing, Sustainable Investing for Expats & Internationals – ESG Investing for Expats

According to a recent UN report, an estimated $2.4tn (£1.7tn) investment a year is needed to meet global temperature goals. According to Morningstar, ESG funds attracted inflows of €233bn (£200bn) during 2020, almost double the figure for 2019. The first quarter of 2021 witnessed a further inflow of a €120bn, representing 51 per...

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Interested in Transferring Your Defined Benefit Final Salary Pension? 2021 Update. Read on to Find Out More

We provide Pension Transfer Advice to clients in the UK (AES Wealth is based in London) and also World Wide. We offer a fee-free initial ‘triage’ service in order that we can help you to understand, quickly, whether a Final Salary Pension Transfer is likely to work for you. Some of the...

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Pension Access Options for Expats -2021 Update

What are the various options for accessing a pension pot?   If the time has come for you to access your retirement savings, then the good news is that there are a number of different ways in which you can do this. You certainly have a lot more flexibility in this respect...

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Expat Investment Advice – Expat Financial Advice, UK Standard Worldwide

Expat Investment Advice - Expat Financial Advice If you're an expat working outside of the UK, for a short period of time or on a more permanent basis, and looking for high quality, UK standard, expat investment advice and or expat financial advice, contact us today to understand how we can...

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Best International SIPP for 2021, International SIPP Reviews

International SIPPs, Best International SIPP, International SIPP Reviews Contact us today for a fee-free initial discovery call with a UK regulated, Chartered (the highest level of qualification) Financial Planner. We look forward to speaking with you. We all know that pension planning is complicated, but it’s something we all have to...

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