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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: 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: March 11, 2019|2.4 min read|

    Organizing a UK Power of attorney

    Often at some stage in life loved ones may become unable to look after their own affairs, and they will generally want those closest to them to look after [...]

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  • Published On: March 9, 2019|7 min read|

    The 5 year Expat Master Plan!

    Aside from the lure of sunnier climes many individuals are drawn to live and work in other countries for increased pay, better benefits, even lower tax, and in some [...]

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  • Published On: March 2, 2019|5.2 min read|

    Do you really need a Will in Dubai and the UAE? Find out why you do.

    First things first! If you are an expatriate living in Dubai, or somewhere else in the UAE, you should make sure you have Will arranged in your home country.In Europe [...]

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  • Published On: March 19, 2017|3.7 min read|

    Crypto currency – Worth a punt?

    It seems to be the buzz -word of the year but what exactly is Cryptocurrency?Cryptocurrency is essentially a medium of exchange. Just like currencies such as the pound, the [...]

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  • Published On: March 11, 2017|3.6 min read|

    UK Autumn Budget 2017

    he Chancellor, Philip Hammond has announced the Autumn Budget 2017. Here is the budget in a nutshell: Outlook on growth Philip Hammond revealed a deteriorating outlook in his annual [...]

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  • Published On: March 11, 2017|1.6 min read|

    The UK October budget 2018 – key takeaways

    Income tax personal allowanceThe tax-free “personal allowance” for workers in the UK is set to rise to £12,500 for the 2019-2020 tax year, up from £11,850 in the current year. [...]

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  • Published On: March 8, 2017|7.3 min read|

    Defined benefit pensions more at risk than ever

    What is a defined benefit/final salary scheme? It used to be considered the most generous and secure type of pension arrangement, often referred to as a gold plated pension. [...]

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  • Published On: March 2, 2017|1.2 min read|

    New UAE – UK Double Taxation Treaty

    On the 1st January 2017 a new UAE-UK double taxation treaty came into force, which could potentially enable UK expats to mitigate UK income tax on their pensions.All UK [...]

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  • Published On: March 1, 2017|2.1 min read|

    Five financial fundamentals for 2017

    2017 is now upon us and the New Year is the perfect time to try and get your finances in order. Here are five financial fundamentals to get you off to [...]

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  • Published On: March 8, 2016|2.6 min read|

    Active versus passive investing

    One of the most important questions any investor should ask themselves, is whether to take an active or passive approach when selecting the investments that will sit within a portfolio. [...]

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  • Published On: March 5, 2016|1 min read|

    Votes for expats and the EU referendum

    With more than 5.5 million UK nationals living outside of the UK, UK expats are being urged to register to have their say on whether Britain should exit the [...]

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  • Published On: March 3, 2016|9.6 min read|

    Alternative asset allocation

    Asset allocation is generally defined as the allocation of an investor’s portfolio across a number of ‘major’ asset classes: The main asset classes are: cash, fixed interest securities, bonds, [...]

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  • Published On: March 2, 2016|1.5 min read|

    Offshore tax crackdown – could it affect you as an expat?

    In recent years, governments and financial institutions have become much more aware of the large amounts of undisclosed wealth held in offshore bank accounts. Concerned that they are missing [...]

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  • Published On: March 1, 2016|1.8 min read|

    New UK stamp duty rules only months away!

    The Governments new stamp duty levies will come into force in a littler over 3 months time. Buy-to-let landlords and second home owners will pay now pay thousands of pounds [...]

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  • Published On: March 1, 2016|2 min read|

    The benefits of offshore banking

    The term "offshore" simply relates to a jurisdiction other than the one in which the account holder resides.You will benefit from an offshore account if you live outside your [...]

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  • Published On: April 10, 2015|3.5 min read|

    Repatriating home? What to consider financially

    When you move back to your home country, you will have to put some of the things you did before you moved to the Middle East in reverse.  Try [...]

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