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 [...]
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. [...]
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 [...]
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 [...]
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. [...]
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 [...]
The 2015 British Budget in a nutshell
What are the main changes to the UK’s budget for 2015-16 and how will they affect you? The tax-free personal allowance is set to rise from £10,600 in 2015-6 [...]
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