Legacy and Estate Planning2021-09-10T09:35:44+00:00

Legacy and Estate Planning

Safeguard your legacy

We help you plan to meet your personal and family needs.

Making sure your plan aligns with your personal wishes in life as well as your wishes for your legacy. Legacy Planning is a more holistic approach to estate planning.

It is the creation of a definitive plan for managing your total wealth while you’re alive and distributing your estate how you choose after your death, We enable you to create an efficient transfer of wealth by identifying the impact of current asset ownership, We can also advise you on charitable and gifting strategies, helping you meet your legacy wishes.

Talk with Jessica

Let’s discuss your specific needs and how I can help you meet your objectives

Financial Planning Services

Retirement Planning

Legacy and Estate Planning

Offshore Banking

Generational Wealth

Cashflow Planning

Investing

Create a Lifetime Financial Plan

Relocating & Retiring Abroad

International Pension Solutions

UK Repatriation

Second Opinion Review

What does your financial future look like?

We help you to answer all important questions such as:

How will future tax changes or residency rules affect my assets?2025-11-17T09:11:04+00:00

Frequent changes to UK tax, residency, and domicile rules can significantly affect high-net-worth families. I help you stay ahead of reforms. Such as the move to a residence-based tax system, the long-term resident test, and potential inheritance tax update. So your plan remains proactive, compliant, and forward-looking.

Could I retire or transition my own terms, wherever I choose to live?2025-11-17T09:09:00+00:00

Whether retirement means staying in the UK, stepping back from your business, or relocating overseas, I help you quantify what financial independence looks like. Using advanced cash-flow planning, I illustrate how lifestyle choices, investment returns, and tax considerations interact, so you can retire, relocate, or reimagine your future with confidence.

Am I invested appropriately for growth while managing risk and liquidity?2025-11-17T09:08:32+00:00

I design evidence-based, globally diversified portfolios aligned to your goals, risk tolerance, and liquidity needs. Through an evidence-based investment approach, I help clients access institutional-quality portfolios to achieve reliable outcomes without unnecessary complexity or cost.

How can I structure my wealth across multiple countries efficiently and compliantly?2025-11-17T09:08:03+00:00

Every jurisdiction has its own tax rules, reporting requirements, and investment regulations. I work with clients to create a coordinated cross-border wealth structure that ensures compliance, efficiency, and simplicity. Whether you’re managing assets in the UK or overseas, I’ll help you bring everything together under one coherent global plan.

What’s the most tax-efficient way to draw from my pensions and investments?2025-11-17T09:05:36+00:00

For affluent individuals, the right withdrawal strategy can preserve capital and reduce unnecessary tax. I model scenarios using Double Taxation Agreements, residency rules, and long-term goal. Ensuring your retirement income is structured efficiently, sustainable for life, and adaptable as your circumstances evolve.

How can I protect and pass on my wealth to the next generation?2025-11-17T09:06:09+00:00

Effective legacy planning goes beyond drafting a will. I help clients explore trusts, offshore bonds, family investment companies, and lifetime gifting strategies to safeguard wealth for future generations, while maintaining flexibility and control. My goal is to ensure your estate planning is intelligent, compliant, and built to endure.

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People Ask:

Who is Jessica Cook?2025-10-03T09:35:34+00:00

I’m a Chartered Member of the CISI and Partner at AES International, featured in the Times Guide to the UK’s Top-Rated Financial Advisers. I specialise in international financial planning and cross-border wealth management.

What kind of clients do you work with?2025-10-03T09:36:03+00:00

I work with UK residents and internationally mobile professionals, entrepreneurs, and families who need expert guidance on structuring, protecting, and growing wealth across borders.

What services do you provide?2025-10-03T09:36:35+00:00

I advise on investment management, cross-border planning, inheritance and estate structuring, and the use of tax-efficient vehicles.

Why work with Jessica Cook at AES International?2025-10-03T09:37:02+00:00

AES International is a Corporate Chartered firm, recognised for delivering evidence-based, fee-based financial advice. My approach combines integrity, discipline, and global expertise to help clients live well today while securing tomorrow.

In partnership with
AES International

Comprehensive Planning for UK Residents, Non-Doms and Expats worldwide

Jessica Cook Chartered MCSI | Partner at AES International
Financial Planner for UK Residents and Specialist in Cross-Border Wealth for International Professionals & Globally Mobile Families

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The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.

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