Is The Way Your Money Managed Improving Your Life?

As expatriates, we need to be savvier than most with our finances. We have more to think about when planning our finances than those we left behind in our home countries.

 

Our world view is often different born out of experience. Therefore what is important to us is also different. As a UK expat specialist, I help you align your use of income and capital to what is most important to you.

 

Financial planning adds value in the following ways:

 

  • Clarifying Priorities
  • Saving Time
  • Avoiding Mistakes
  • Insight From Experience
  • On-going Support

The wealth management strategies I use are a combination of the latest academic research and my experience gleaned over a 30+ year career in financial services. The last 20 years being focused on expatriates resident in United Arab Emirates.

 

I work in partnership with the award winning multi-national firm, AES Wealth.

 

I specialise in providing financial planning for British Expatriates in the pre-retirement phase of their career with savings and investments in excess of £500,000. 

 

For more information, click the link below for a FREE discovery call or What’s App me on 050 594 5217

Sarah Booth, Dubai
For Returning Home Service

I had lived out of the UK for a long time and was not sure what financial matters I needed to think about. Stuart was able to explain key considerations clearly and gave me a few tips on how to save money with regards to UK taxation. He gave me useful advice regarding National Insurance contributions. He also referred me to a specialist expatriate accountant for the finer details. I would be happy to recommend Stuart to any other Brits returning home.

Victoria Walker, Dubai
For Returning Home Service

Stuart’s advice, guidance and experience were invaluable to us here in UAE. He handled a potentially difficult discussion with expertise, confidence and finesse. I would highly recommend his company.

Sarah Booth, Dubai
For Returning Home Service

I had lived out of the UK for a long time and was not sure what financial matters I needed to think about. Stuart was able to explain key considerations clearly and gave me a few tips on how to save money with regards to UK taxation. He gave me useful advice regarding National Insurance contributions. He also referred me to a specialist expatriate accountant for the finer details. I would be happy to recommend Stuart to any other Brits returning home.

WHAT WE DO

Areas of Expertise

HOLISTIC FINANCIAL PLANNING

Managing Resources
Balance Sheet
Asset Allocation
Tax Planning
Risk Management

Protecting Your Lifestyle
Protecting Your Family
Maintaining Income
Wills & Guardianship
UK National Insurance

Investing
Building A lump Sum
Portfolio Management
Managing Risk
ESG Investing

Life Transition Planning
Becoming an Expat
Getting Married
Becoming a Parent
Starting a New Job
Starting Your Own Business
Retirement Planning
Returning Home Service

RETIREMENT PLANNING

Clarifying Your Vision
What Is Important To You
Your Current Direction
What You Want To Achieve

Review of Existing Plans
UK National Insurance
UK Pension Plans
Offshore Pensions
DEWS/End of Service Pay

Lifetime Cashflow Analysis
Modelling ‘What if…?”
3 Stages of Retirement
Residential Care Costs

On-Going Service
Annual Progress Meetings
Quarterly Updates
Support and Guidance

BUILDING A LEGACY

Will
Review of Existing Will
Clarification of Your Wishes
Discussing Options In UAE

Guardianship
Discussing Options in UAE
local Courts
DIFC Guardianship Will

Minimising Inheritance Tax
Estimating Tax Liability
Lifetime Cashflow Analysis
Strategies to Reduce Tax
Exempt / Non-Exempt Assets

Trusts etc.
Trusts
Offshore Structures