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  1. Blog4th Jul 2019

    Keeping the finances in the family

    Death and taxes – not the most pleasant of subjects, but bear with me! From the financial perspective it is crucially important that the i’s are dotted and the t’s crossed – the last thing a family needs is more... Read more

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  2. Blog14th Jun 2019

    Investment fads

    It has been said, “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” Investment fads are nothing new. When selecting strategies for their portfolios, investors... Read more

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  3. Blog12th Jun 2019

    Boost your state pension

    The new state pension system, introduced in 2016, is a simpler beast than its predecessor. The rules from 2016 are a straightforward 35 years of qualifying national insurance (NI) contributions will entitle you to the full state pension. However, there... Read more

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  4. Blog9th May 2019

    Ignore the noise

    Modern life provides us with so much news and information, which focuses on the here-and-now, that it is easy to be overwhelmed with the feeling of doom and gloom. The list of things to concern us is long and worrisome;... Read more

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  5. Blog9th May 2019

    Little known tax-traps

    “I’m paying how much in tax!?” This is not an uncommon phrase when clients are made aware of the true amount of tax they are paying. Most of us receive our income, whether via salary, profit-share from our practice, or... Read more

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  6. Blog9th May 2019

    Markets fell in 2018 – but keep this in perspective

    The start of a new financial year always provides a good opportunity to reflect on the previous year, take stock and plan ahead for the next. 2018 may have been a disappointing year for equities – many headlines were written... Read more

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  7. Blog5th Apr 2019

    Spring clean your finances!

    With the new year in the past, thoughts start to turn towards the onset of Spring with its longer days, blooming daffodils, new born lambs and the good old spring clean – well maybe not that! The tradition of refreshing... Read more

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  8. Blog4th Apr 2019

    Coping with uncertainty

    When financial markets are volatile, you often hear that “uncertainty” is the cause. This suggests that uncertainty comes and goes, but because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the... Read more

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  9. Blog4th Apr 2019

    Sound financial planning & tax efficiencies – the perfect match

    “Planning is bringing the future into the present, so that you can do something about it now”. This quote by author Alan Lakein succinctly describes the benefits of financial planning. When asked, many of us can conjure up the ideal... Read more

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  10. Blog4th Apr 2019

    Focus on what you can control

    With the current state of volatility, it’s very easy, and very tempting, to focus on the markets, the economy, manager ratings or the performance of individual funds. This may lead you to overlook the basic principles to give you the... Read more

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  11. Blog1st Aug 2018

    Significant Growth for AAB Wealth as Assets under Advice break through £300m barrier

    Anderson Anderson & Brown Wealth Ltd (AAB Wealth), one of Scotland’s leading independent financial planning firms, has announced a £100m increase in Assets under Advice (AUA) over the last twelve months, taking the firm’s total AUA over £300m. This, the... Read more

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  12. Blog29th Nov 2017

    Take stock of rules for investment

    Last month I wrote about the stock market. For many of us, there comes a time when we need to decide whether to get involved or not. (The fact is, if you have a work pension, you are probably already... Read more

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