• Published On: January 5, 2022|4.6 min read|

    Pension Advice – The Basics

    The world of UK pension schemes can be incredibly overwhelming, especially if you’re unsure about what it is that you need, or which type of scheme can suit you best. Which is why we are here to help!

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  • Published On: November 25, 2021|5.4 min read|

    A British Expats’ Guide to Transferring Funds to a SIPP

    When it comes to saving money for the future, a Self-Invested Personal Pension, or SIPP, can be a suitable option for both UK and Non- UK residents. There are several pension choices to choose from, but a SIPP can provide you with greater flexibility, portability, and control over your investments.

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  • Published On: November 19, 2021|6.5 min read|

    A Short Guide to UK Inheritance Tax

    These tips and tricks are all great ways to increase the efficiency of your estate after your death.

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  • Published On: March 15, 2021|4.6 min read|

    Stamp Duty Surcharge for Expats Buying Property in the UK

    New rates of Stamp Duty Land Tax (Stamp Duty) for non-UK residents will become effective from 1st April 2021. Expats and foreign investors, now face a 2% stamp duty [...]

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  • Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

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  • Published On: March 4, 2021|2.8 min read|

    UK Spring Budget – Lifetime Allowance Frozen

    Nearly one year after the Covid-19 pandemic forced the UK into a national lockdown - the Chancellor has revealed the pensions policy changes in the UK's March Spring Budget [...]

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  • Published On: March 2, 2021|4.5 min read|

    Investing and Home Country Bias

    Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

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  • Published On: February 24, 2021|7.4 min read|

    Could You Be Heading For A US Estate Tax Bill, By Holding US Stock?

    The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities....... Many investors assume that the US federal estate tax only applies to those domiciled or resident in the [...]

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  • Published On: September 3, 2020|4 min read|

    Goldilocks & the Bulls & Bears…. Is the Stock Market Just Right?

    Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

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  • Published On: March 1, 2020|3.1 min read|

    The Coronavirus and Market Declines

    The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

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  • Published On: February 27, 2020|2.8 min read|

    The Market Has No Memory..

    The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

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  • Published On: February 12, 2020|8.9 min read|

    The Pension Lifetime Allowance and the Non Resident Enhancement Factor

    I specialise in helping individuals maximise their pension savings. Helping them understand potential ways of reducing tax on their pensions. Jessica Cook LLB (Hons) DipFA ACSI To find out [...]

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  • Published On: November 29, 2019|7.9 min read|

    AES INTERNATIONAL REVIEWS

    See what my clients say......... I am proud to be appearing in the Times newspapers guide to the UK's top rated financial advisers for 2020, in association with VouchedFor. [...]

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  • Published On: November 19, 2019|3.3 min read|

    Do you have a Maltese QROPS? – The New Malta Pension Rules 2019 – What you need to know

    On 1 January 2019, the Malta Financial Services Authority introduced new pension rules to apply to all Malta pension schemes. There was a transitional period of 6 months but [...]

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  • Published On: November 19, 2019|4.6 min read|

    How a Discounted Gift Trust can help with Inheritance Tax Planning

    At outset of a Discounted Gift Trust, or DGT as they are commonly referred to, the settlor requests a series of regular capital payments payable for their lifetime, or [...]

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  • Published On: November 18, 2019|6.3 min read|

    Repatriating back to the UK? – The benefits of an Offshore Bond for UK expats.

    An offshore investment bond is a tax wrapper that can hold different kinds of financial products including stocks, shares, mutual funds and structured notes. There are many advantages to how offshore investment [...]

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  • Published On: November 15, 2019|4.3 min read|

    The Randomness of Global Equity Returns

    Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may [...]

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  • Published On: November 12, 2019|1.4 min read|

    Q3 2019 Market Review

    With the blink of an eye, we’re well into into the final quarter of the year. We all hope the miserable stock market performance of last December will not [...]

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