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Blog24th Jan 2024

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

Blog16th Jan 2024

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

Blog29th Nov 2023

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

Blog16th Oct 2023

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

Blog14th Sep 2023

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

Blog18th Aug 2023

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

Blog17th Jul 2023

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

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

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

Blog12th May 2023

AAB Wealth Technical Manager awarded two Top Performer awards

The Insurance Institute of Aberdeen held their inaugural Achiever’s Event last month, celebrating the success of those who have passed exams or completed new qualifications over the last three years. It was great to see such a large turnout from... Read more