Articles
19
Jan
Chartered Financial Planner and Chartered Investment Adviser, Russell Hammond of AES International, provides us with his quick take on investment risk and how that risk should be best managed in an investment portfolio.
"When markets are rosy and everything is going up, managing risk and promoting portfolio diversity really doesn't seem...
Financial Advice for Expats and Internationals in Antigua & Barbuda
06
Jan
If you're an expat, living in Antigua & Barbuda, and looking for high quality, professional financial advice on your investments, pensions or insurance, drop us a line to see how we can help you. Having advised expatriates, around the world now for more than 15 years, we've set the standard...
The 9 things expats need to know about tax
01
Jan
Nestled between junk mail and bills is the letter you’ve been dreading…
You gingerly peel open the envelope.
This isn’t going to be pretty – it certainly isn’t a rebate…
Getting stung by a big tax bill can be more than a nuisance. In some cases, it can be life changing.
But often, it’s...
Sovereign, QROPS Review – Read this Before You Buy
15
Dec
The Sovereign Group are a well established, and well-respected, group of companies that specialise in setting up and managing company formations, trusts, pensions (QROPS), insurance and other structures. With the first Sovereign office opened in Gibraltar in 1987, Sovereign has continued to grow and is now one of the largest independent trust...
Transfer QROPS Company – Change QROPS Company
26
Nov
If you’re looking to change QROPS company or QROPS trustees or if you’re just not happy with what you have been getting in terms of advice on your QROPS, contact us today for a fee-free, initial meeting.
As fee-based international advisers we're always available to provide a free of charge, ‘QROPS...
Be Careful What You Sign For!
09
Nov
It's everyone's dream to experience a huge lottery win, however, one New Hampshire woman known only as Jane Doe was permitted to receive her after-tax winnings of $264 million despite the fact that she had signed the back of her ticket which meant, under New Hampshire law, she had waived...
Four Effective Wealth Management Strategies
28
Apr
Taking control of your money is essential to securing a long term future. In the 90’s the term ‘wealth management’ was first coined. Financial institutions provide consultation to their wealthiest clients. This trend continues today. Let’s have a look at four distinct wealth management strategies that allow you to effectively...
Expat Life Insurance – Expat Income Protection – Is Your Family Covered?
06
Jan
Expats tend to be great at sorting out their investments and pensions whilst working overseas on an expat or international contract.
However, what they tend to be really bad at is arranging adequate Life Insurance should they die prematurely, leaving a family behind, or Income Protection should they get ill or...
Independent Advice on QROPS
30
Oct
Why It’s Important to Get Independent Advice on QROPS
QROPS – a Qualifying Recognised Overseas Pension Scheme – can be a valuable tax planning tool for British expats who are now permanently resident overseas, or planning on living overseas for five years or more. QROPS legislation is complicated, but in essence,...