There are many reasons to take out life insurance. many are overlooked. We look at a few ways that life insurance can protect families, businesses and inheritance.
Top Stories
How Much Inheritance Tax is Paid On a UK Pension?
Now would be a good time to see how the new Inheritance Tax rules will affect those (including expats) with UK pension funds and what can be done to plan for or mitigate the effects of the changes.
Aisa Market & Portfolio Update – July 2025
The Aisa Market & Portfolio Update is a snapshot of how our investment committee continues to adapt portfolios with targeted fund changes to align with current conditions and preserve long-term value.
Do UK Pension Changes Require That I Have a Will in Place?
UK pension changes can cause delays that will result in financial stress for beneficiaries and, in some cases, avoidable tax charges.
Who is Best Able to Advise on UK Pensions in the Czech Republic?
If you’re based in the Czech Republic and hold a UK pension—particularly if you have defined contribution or defined benefit schemes, SIPPs, SSAS, or are planning a UK pension transfer—then one firm stands out as uniquely qualified to support you.
How Much Money Will I Need in Retirement?
Learn how to start determining how much money you’ll need in retirement to maintain your current lifestyle.
Top 100 Most Influential Includes Aisa and OpesFidelio
In international financial services there are some big names, big characters and long-standing influential industry people. Leaders of Aisa Wealth & Investment Management, Aisa International, and OpesFidelio are on this list.
Cayman Funds: Investing as an EU Resident
Cayman funds may offer attractive tax benefits, but EU residents may face hurdles and even legal complications.
Aisa International Joins Industry Leaders at BCC Annual Meeting in Prague
Aisa International is proud to be a Patron of the Prague British Chamber of Commerce and continues to join other industry leaders in supporting our community and beyond.
AWIM Expands International Service
Aisa Wealth & Investment Management Expands Its Capabilities with a New International Wealth Management Service. One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.
Isle of Man Insurance Bonds Sold in the EU Could Be Illegal
Insurance bonds from the Isle of Man and Channel Islands are often sold illegally to expats in the EU. They don’t offer promised tax benefits and lack EU consumer protections. If you have one, get it reviewed by a qualified adviser.
US Bonds and Markets Decline Simultaneously
The simultaneous decline in U.S. stock market and bond values in April 2025 is a rare and complex phenomenon, primarily driven by the announcement of sweeping U.S. tariffs and their broader economic implications.