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Are Trusts Still the Best Tool for Inheritance Tax Planning?
Trusts are often seen as the gold standard for inheritance tax planning—but are they really the most effective or efficient tool? In this article, we unpack the hidden costs, common pitfalls, and smarter alternatives for high-net-worth families.
Trusts for IHT: Effective Planning or Expensive Myth?
When it comes to Inheritance Tax (IHT)...
Understand How We Can Help You to Best Address the New UK Non-Dom Regime
Contact Us Today for a Fee Free Initial Meeting to Understand How We Can Help You to Best Address the New UK Non-Dom Regime
As Chartered Financial Planners, we're helping UK non-doms, today, to put in place investment staructures and arrangements that work to mirror the benefits that non-dom UK residents...
Financial Advice for British Expats in Qatar: Pension Transfers, IHT & Investment Planning
What Every British Expat in Qatar Should Know About UK Financial Planning
Living and working in Qatar presents an exceptional financial opportunity for British expats—zero income tax, high earning potential, and the ability to build long-term wealth at a faster pace. But making the most of your time abroad requires more...
The Pathway for Non-UK Residents: AES Managing Existing AJ Bell SIPPs
The Pathway for Non-UK Residents: AES Managing Existing AJ Bell SIPPs
With the constant flux of economic conditions, regulatory frameworks, and financial scenarios, the need for effective wealth management is indispensable, especially for non-UK residents who possess a Self-Invested Personal Pension (SIPP) with AJ Bell. As a leading wealth and asset...
AES International Review – 2023
At AES International, we have always been driven by a singular vision: helping senior professionals and their families realise their dreams, ambitions, and financial aspirations. Over the years, our unwavering commitment to evidence-based investment philosophy has not only garnered us industry acclaim but has transformed the lives of thousands. We...
Am I UK Domicile? Answer these 39 Questions to Get an Idea
The 39 questions below, may provide you with an indication as to whether you would be considered as being UK domicile. Contact us today to obtain a full, legal opinion on your UK domicile status.
What was the birthplace of your father and his nationality when you were born?
Where...
Estate Planning for British Expats George & Mildred
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...
Making the Most of Your Big Lottery Win: A Comprehensive Guide
Making the Most of Your Big Lottery Win: A Comprehensive Guide
Introduction
Winning the UK Lotto can be a life-altering experience, but managing such a substantial windfall can be overwhelming. While it's natural to feel excited and eager to spend your newfound wealth, it's crucial to approach the situation thoughtfully and responsibly....