Financial Advice for Expats in Gibraltar, Financial Advisers in Gibraltar

Expert Financial Advice for Gibraltar Residents – Planning for Your Family’s Future

As a High Net Worth (HNW) individual, ensuring that your wealth is strategically managed and protected is key to securing the financial future you deserve. Gibraltar’s unique position as a hub for international business, combined with its favourable tax regime, makes it an attractive place to grow and preserve wealth. However, navigating...

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Private Banking

Private Banking Advice for Law Firm Partners

Private Banking Guide for Law Firm Partners Introduction Congratulations on achieving the prestigious milestone of becoming a law firm partner. Along with increased responsibilities and professional recognition comes the need for a more strategic approach to managing your wealth. As a senior associate, your financial focus may have been on building savings,...

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Investments for Australian Expats

Tax Efficient Investments for Australian Expats in the UK

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...

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Expert Advice, Financial Advice for British Expats, IHT Expats, IHT mitigation, IHT non UK Domiciles, IHT planning for Expats

How Can I Reduce my Liability for Inheritance Tax?

How Can I Reduce my Liability for Inheritance Tax? Dodging the Inheritance Tax Bullet: IHT Mitigation Strategies for UK Residents and Non-Residents. An Amusing Inheritance Tax Tale Once upon a time, a wealthy British entrepreneur named Sir Pennywise decided he had enough of the UK's steep inheritance tax. So, he hatched a...

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Swiss Pension Transfers, Swiss Pension Transfers Back to UK

Transfer Swiss Pension to the UK: A Guide for Expats Returning from Switzerland to the UK

As Chartered Financial Planners our mission, at AES International, is to simplify the complexities of financial transitions for expatriates. A significant number of British expatriates, having spent considerable time in Switzerland, face the intricate task of managing their pension assets upon their return to the UK. This article aims to...

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