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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Published On: November 11, 2019|3.3 min read|How to increase your pension lifetime allowance as an expat
The lifetime allowance for the tax year 2019/20 is £1,055,000 and it is likely to increase in line with inflation at the end of the current tax year. While most people [...]
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Published On: May 13, 2019|7.4 min read|Why It’s All About The Evidence.
I asked my trainer the other day, whether I should be taking certain supplements to help me on my quest to get healthier. Nothing out of the ordinary. You [...]
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Published On: May 7, 2019|4.4 min read|Teaching Your Children About Money – Top Tips For Parents
There’s something about teaching kids about money and personal finance that makes me smile. Teaching your kids the importance of saving early on will lead to a healthier, happier, [...]
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Published On: May 2, 2019|4.1 min read|Expat In Dubai With A UK SIPP? How To Access Your Funds Tax Efficiently
What is the Double taxation Treaty between the UAE and the UK? Double taxation agreements are signed between countries to avoid double taxation The Double Taxation Convention entered into [...]
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Published On: April 30, 2019|4.7 min read|Find Out How To Ensure You Receive The Full State Pension.
The State Pension is a regular payment from the government most people can claim when they reach State Pension age. How much is the UK State Pension? The State [...]
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Published On: April 24, 2019|3.6 min read|6 Simple Tips for Successful Investing
The longest word in the English language is 189,819 letters long. It’s the name for a protein nicknamed “Tintin” and would take you over 3 hours to say out [...]
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Published On: April 17, 2019|6.2 min read|Frequently Asked Questions On Capital Gains Tax for UK Expats
Capital gains taxWhat is capital gains tax?CGT or Capital gains tax is a tax due on the gain made from the disposal of assets. The tax is due on [...]
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Published On: March 11, 2019|5 min read|Pension transfers in Dubai and the UAE. All you need to know.
The FCA (Financial Conduct Authority) requires firms advising on pension transfers to have specific permission for advising on pension transfers and opt-outs. If you are an expat based in [...]
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Published On: March 11, 2019|5 min read|How to pick a financial adviser in Dubai
Who are the best financial advisers in Dubai? And how do you go about selecting the right adviser for you? Regulation in Dubai The very first thing you need [...]
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Published On: March 11, 2019|5.7 min read|Expats and money on divorce
Divorce is about severing ties and starting over. The people who do this most successfully think about their finances before they sign the divorce decree. However many people get [...]
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Published On: March 11, 2019|1.8 min read|January 2019 market update
I wanted to begin the year with a look back at 2018, hopefully answering some of the questions readers may have around recent market volatility, the world economy and [...]
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Published On: March 11, 2019|0.9 min read|Awarded best financial adviser firm in the UAE
The awards just keep on coming! Today (November 14th 2018) we were named as Best Financial Adviser Firm. A fantastic day for us all at AES International. We were [...]
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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 11, 2019|4.1 min read|UK Inheritance tax in a nutshell
Inheritance Tax or IHT as it is better known, is a tax paid on your estate. This includes property, money (including investments and cash in the bank), possessions and [...]
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