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1. Blog9th Sep 2024

   

   Upcoming Pension and Tax Changes: Your questions answered

   With Labour’s first budget just under two months away, it might feel like a long time to wait if you’re nervous about what’s going to happen to your finances. But there’s no need to worry. Our clients have had lots... Read more

   By Martyn Paterson

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2. News2nd Sep 2024

   

   Latest deal boosts AAB Wealth assets under advice beyond £1 billion

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3. Blog21st Aug 2024

   

   It’s summer holiday time. How to make the most of ‘now’

   Financial planning shouldn’t just prepare you for the distant future, it should also help you to enjoy the special moments that come along the way. Holidays don’t come cheap… This summer, UK holidaymakers are steeling themselves for costlier trips abroad.... Read more

   By Alan Turner

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4. Blog8th Jul 2024

   

   What does Labour’s election win mean for your financial plan?

   It’s all change at the top. After a landslide win in the UK general election, there’s a new party in charge. So what kind of policies are we likely to see from the new Prime Minister? And what does it... Read more

   By Ian Campbell

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5. Blog28th Jun 2024

   

   The LTA is no more: what does that mean for your pension death benefits?

   The UK government has scrapped the lifetime limit on what you can pay into your pension. But what happens next? If you’re leaving your pension to someone after you die, here are some important questions we’ve been helping clients answer.... Read more

   By Tom La Dell

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6. Blog11th Jun 2024

   

   Spring clean your financial planning

   With the new financial year in full swing, now is the opportune moment to pause and reassess your personal finances. It’s one of those tasks you’ve probably been putting off, especially amidst the surge in the cost of living; it... Read more

   By Kelly Shek

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7. News3rd Jun 2024

   

   AAB Wealth expands presence in Central Scotland with acquisition of Synergy Financial Planning

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8. Blog29th May 2024

   

   If you own a family business don’t forget these 5 important rules

   Family businesses are the lifeblood of the UK economy. Working alongside your partner or children can be rewarding and even bring tax advantages. But running one is a delicate balancing act, with emotional ties that sometimes prove complex to unravel.... Read more

   By Claire Marston

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9. Blog17th May 2024

   

   Asking these 5 big questions? You need a financial planner

   Seeking advice isn’t just for the super-rich. And it’s not just selling you investment products. If you’ve never talked to a financial planner, you may be unaware of what we do and the important questions we can help you answer.... Read more

   By Alan Turner

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10. Blog26th Apr 2024

    

    How Accountants and Financial Planners Team Up for Success

    When you work with a financial planner, the last thing you want to hear when asking for tax advice are the words: “That’s outside my area of expertise”. Some financial planners are in a position to offer some tax advisory... Read more

    By Tom La Dell

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11. Blog5th Apr 2024

    

    Elections don’t have to spell panic for your portfolio

    Is a Labour or Conservative government better for my investment portfolio? Will markets crash if Donald Trump gets into the White House? 2024 is a year of big elections, but they might not have the impact that you think. This... Read more

    By Claire Marston

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12. News12th Mar 2024

    

    AAB Wealth Accredited as one of the Top-Rated Financial Advice Firms for 2024

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