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...
Expert Advice
Financial Planning For British Expats – Navigating Opportunities
26
Mar
AES has advisers that have obtained the coveted Chartered Financial Planner and or Chartered Investment Adviser status. There are very few Chartered Financial Planners providing advice to expatriates outside of the UK. When working with a Chartered Financial Planner you’ll be getting advice from the highest Qualified, most experienced Financial...
The Definitive Expat Guide to Dubai
24
Mar
Why would an expat choose to live in Dubai?
Dubai offers a high standard of living with modern infrastructure, excellent healthcare facilities, and a thriving business environment. The city has a diverse and multicultural population, which makes it easy for expats to integrate and make friends. Dubai's location in the Middle...
Estate Planning for British Expats George & Mildred
23
Mar
Once upon a time, in a quaint English village, there lived a retired couple named George and Mildred. They had spent their entire lives in the same charming countryside hamlet, raising their children, tending to their gardens, and befriending the local sheep.
One fateful day, George was out for his usual...
What Does Good Expat Financial Advice Look Like?
23
Mar
The Steps to Finding Good Expat Financial Advice
As an expatriate, managing your finances in a foreign country can be a daunting task. Differences in taxation, currency, and regulations can make it challenging to navigate your financial life. That's where good expat financial advice comes in. In this comprehensive guide, we'll...
Financial Advice for British Expats in 2023
23
Mar
Financial Advice for British Expats. Transcending Borders, Your Roadmap to Financial Success Overseas
Introduction
As a British expat living and working abroad, you may experience unique financial challenges and opportunities that necessitate tailored financial advice. While the right financial adviser can make a significant difference in the management of your wealth, it...
Good Financial Advice for Expats in Dubai: A Helpful Guide
10
Mar
Good Financial Advice for Expats in Dubai: A Helpful Guide
Boom! You've just landed in Dubai, the city of gleaming skyscrapers, luxury cars, and tax-free earnings. As an expat, you're excited to start your new life, but don't let the glitz and glamour distract you from your finances. It's time to...
How bad is a recession for stocks?
11
Oct
With all the talk around the possibility of recession, how bad is a recession for stocks?
The short answer is that it doesn’t tend to be that bad. Markets don’t always decline in recessions. The average decline for the S&P 500 during the past nine recessions is 1.5% while the median...
Pension Access Options for Expats
02
Aug
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...
2022 International SIPP (Self Invested Personal Pension) – Pay 0% UK Tax Worldwide
03
Feb
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...