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  1. Blog22nd Feb 2024

    Two important lessons we can learn from the ‘everything rally’

    Market commentators feared the worst for 2023. But despite global uncertainty, the predicted slump turned into the ‘everything rally’ – a surprising surge taking in stock and bond markets. Here are two things it can teach us when it comes... Read more

    By Alan Turner

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  2. Blog24th Jan 2024

    Scottish young professional, smiling whilst having a coffee with colleague

    Scotland’s tax changes – could upping your pension contributions help soften the blow?

    If you’re classed as a higher earner in Scotland, the latest proposed income tax changes might have you searching for ways to reduce your tax liabilities. Increasing your pension payments to gain tax relief could be one option to consider.... Read more

    By Lisa Tait

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  3. Blog16th Jan 2024

    Kelly Shek, Financial Planner at AAB Wealth smiling at camera

    What should you be looking for in a Financial Planner?

    I would be the first to admit that my introduction to the financial planning profession was a happy accident. After graduating I took on an admin role at Mathieson Financial Consulting, who were subsequently acquired by Thornton’s Wealth. While working... Read more

    By Kelly Shek

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  4. Blog29th Nov 2023

    Family cooking together

    Why inheritance tax isn’t the villain it’s made out to be

    Inheritance tax is ‘the most hated tax in Britain’ – many are likely to be relieved, then, to hear that the government is considering abolishing the tax if they win the next election. Although the Chancellor made no new announcements... Read more

    By Ian Campbell

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  5. News20th Nov 2023

    Debbie Connolly and Feargal McCormack smiling at camera holding award

    AAB Wealth Director collects Financial Adviser of the Year Award

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  6. Blog16th Oct 2023

    AAB team member looking at stock markets

    Worried that markets look uncertain? Remember these 3 simple rules

    Inflation, high interest rates, financial markets moving up and down. In this sort of environment, it’s tempting to hit the panic button. When you’re looking for reassurance you’re doing the right thing, there are three golden rules to hold onto.... Read more

    By Alastair Moore

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  7. News13th Oct 2023

    Andrew Dines, Head of AAB Wealth with Claudia Winkleman

    AAB Wealth wins Top Planning Firm award

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  8. Blog14th Sep 2023

    Dad and son working together smiling

    Succession without the backstabbing – how to be positive with your estate planning

    Betrayal, backstabbing and bitter sibling rivalry in HBO’s Succession made for gripping TV. But in real life most people would prefer their estate planning to be a little less complicated. Here’s how to get it right – without all the... Read more

    By Andrew Dines

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  9. Blog18th Aug 2023

    Investor walking in park in sun

    As the world heats up, how can we help investors make a more positive impact?

    This summer’s heatwave provides more evidence that action is needed to control climate change. Despite recent backlash against the ‘woke capitalism’ investors do have a part to play. This doesn’t mean they have to be worse off as a result.... Read more

    By Richard Johnston

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  10. Blog17th Jul 2023

    Man driving and considering changing lanes

    Why ‘lane envy’ can be dangerous for your finances

    Chopping and changing lane doesn’t help you get to your destination quicker. And it isn’t any better a strategy for your finances either. Higher interest rates can make some short-term measures more appealing – but they can actually be damaging... Read more

    By Martyn Paterson

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  11. Blog21st Jun 2023

    6 things you need to know about pension planning

    Think you’ve seen everything you need to know about the changes to tax and pensions for the financial year? Behind the headlines are some important things you need to consider for your pension planning. And some you may have missed.... Read more

    By Ian Campbell

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  12. Blog22nd May 2023

    What do chatbots mean for your financial advice?

    ChatGPT has gone from strength to strength since launching last year, opening up a huge debate on the role artificial intelligence (AI) plays in society. But would you take financial advice from a chatbot – or trust it with your... Read more

    By Andrew Dines

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