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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 McMahon
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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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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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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 McMahon
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News12th Mar 2024
AAB Wealth Accredited as one of the Top-Rated Financial Advice Firms for 2024
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Blog8th Mar 2024
Three key points from the Chancellor’s Spring Budget
Jeremy Hunt says he wants to keep taxes low and boost investment in British business. So what will his latest plans mean for your finances? We’ve picked out some highlights for you to consider from the latest Spring Budget. No... Read more
By Ian Campbell
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Blog5th Mar 2024
What the Magnificent Seven can teach us about hindsight in investing
The seven biggest US technology giants, known as the Magnificent Seven, completely dominate global markets. While it might seem now as if their time at the top will go on and on, it’s important to remember that nothing lasts forever.... Read more
By Tom La Dell
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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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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
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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
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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
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News20th Nov 2023
AAB Wealth Director collects Financial Adviser of the Year Award
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