By Russell Hammond APFS MSCI
So, you've heard about diversification but what's this about Diversification Benefit? Well, read on to find out why your portfolio should have it and why you (your adviser) should be monitoring it.
So, Diversification Benefit is calculated on current portfolio holdings and is an indication to what...
Posts by AES International
QROPS FAQ 2018 , Frequently Asked Questions
17
Feb
Looking for a QROPS 2018 FAQ guide? There's a lot of information out there on the web regarding QROPS (Qualifying Recognised Overseas Pension Schemes), and International SIPPs (self Investment Personal Pensions) however, it can be incredibly difficult to sort through all of this 'noise' to get to the information that...
Four Investment & QROPS Top Tips For Expats – In 60 Seconds
06
Feb
If you're an expatiate and thinking about making an international investment or starting a QROPS on the back of advice provided by an international financial adviser, before you do, spend 60 seconds reading this. It may save you a lot of time and money.
UK regulated adviser, Russell Hammond FPFS ,...
Manage Risk Before The Storms Come!
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...
QROPS Jurisdictions Review – Best QROPS Jurisdiction
12
Dec
If you're feeling bewildered by the amount of information and (not so helpful) advice on the web about where the best place to hold your QROPS is, speak to us. As a Chartered Financial Planning firm, specialising in advising expatriate clients, we work on a non-commission fee-only basis which means that...
Fee based advice on QROPS, International SIPPs | UK Pension Transfers | Best QROPS Review
30
Nov
We are acutely aware of just how difficult it has got, in recent times, for the average expat Pension Transfer client to understand where they can go to get the very best advice, in relation to their UK Pension Transfers to QROPS and International SIPPs. In response to this, one of...
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...