Webinars & Events
From April 2027, most unused pensions will fall within the scope of Inheritance Tax. Join our Wealth and Private Client experts for a practical webinar on what this means for you, the risks to consider and how you can plan... Read more
Date: 24th Nov 2026
Time: 1.00pm - 1.45pm
Where: Online
Blog28th Oct 2026
The upcoming inheritance tax and pension changes could affect how much of your legacy your loved ones receive after your death. From 6 April 2027, most unused pension funds and pension death benefits will be included in the value of... Read more
By Kelly Shek
View moreBlog15th Oct 2026
When Fintan joined AAB in 2021 as a graduate, becoming a Financial Planner was a long-term ambition. Five years on, having progressed through several roles and completed his Diploma in Regulated Financial Planning, he has achieved that goal. Here, Fintan... Read more
By Kelly Shek
View moreBlog14th Oct 2026
Every autumn, the weeks before a UK Autumn 2026 Budget follow the same pattern. This year, however, we have a new Chancellor as John Healey delivers his first budget. Newspaper headlines predict changes to pensions, tax-free cash, inheritance tax and... Read more
View moreBlog13th Oct 2026
Divorce and separation bring enough to think about without financial missteps adding to the strain. The decisions made during this period can have consequences that last long after the paperwork is finalised, but most of the common pitfalls are avoidable... Read more
View moreBlog8th Oct 2026
Selling a business is rarely just a financial transaction. For many owners it’s the biggest financial event of their lives, and it changes how your wealth works almost overnight. Something you once built and controlled yourself becomes a lump sum... Read more
View moreBlog29th Sep 2026
Separation or divorce is one of life’s biggest transitions. Alongside the emotional upheaval, there are often significant financial decisions to make, and while financial planning during separation might be the last thing on your mind, the choices you make now... Read more
View moreBlog25th Aug 2026
Will I have enough? It’s the question almost every client asks us at the start of the financial planning process. Enough to retire comfortably, enough to do the things on my bucket list, enough to look after the people I... Read more
View moreBlog10th Jul 2026
If you’re crossing your fingers and hoping stock prices will soar, or cursing that the market fell, remember, investing isn’t about being ‘lucky’. Instead, successfully growing your wealth over time is about something more structured and disciplined. This requires patience. Calamity James is “the world’s unluckiest boy”. He’s been suffering comical mishaps in the pages of The Beano for the last 40 years. If he didn’t have... Read more
By Tom La Dell
View moreBlog9th Jul 2026
The 2024 Autumn Budget introduced a fundamental shift to Inheritance Tax on pensions. From 6 April 2027, most unused pension funds and pension death benefits will be included in the value of an individual’s estate for IHT purposes. This marks a significant departure from the current position where pensions have typically... Read more
By Kelly Shek
View moreBlog26th Jun 2026
As financial planners, we often remind clients that staying calm helps avoid making rash investing decisions. In the current climate, this can feel especially challenging. Here’s how you can stay focused and make well-informed decisions about your long-term financial goals. “It’ll all be ok in the end, if it’s not ok, then it’s not the end.” This much-quoted example of positive... Read more
By Kelly Shek
View moreNews21st May 2026
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