News17th Dec 2020
Sign up to updates
Search & Filter the insights
Blog2nd Dec 2020
The Bank of Mum and Dad – How it works
As loving parents, we want nothing more than to help our children when the time comes for them to ‘fly the coop’. Whether they’re off to college, into a first job, or getting a first roof over their heads, a... Read more
View moreBlog30th Nov 2020
A catch-up with Sarah
Last year I wrote a blog about how I came to find myself working at AAB Wealth and our diversified team. A lot has changed for us all within the past year, myself included, and although we may think we’ve... Read more
View moreBlog24th Nov 2020
Key questions to consider when planning retirement and selling your business
One of our clients recently said that the first time he spoke to AAB Wealth was the first time that someone asked him how he wanted to spend his money when he was 90, and as a result made him... Read more
View moreBlog12th Nov 2020
Pension freedom 5 years on – how do they look?
2015 might seem like a lifetime ago now, but it was of course the year that changed everything for pensions. It was when the Conservatives introduced sweeping reforms giving people more freedom and choice about how they could access their... Read more
View moreBlog6th Nov 2020
5 things to think about when planning your finances
It’s probably fair to say that 2020 has left us all feeling just a little bit vulnerable. And with more uncertainty ahead, that feeling probably isn’t going to disappear any time soon. So we thought it would be helpful to... Read more
View moreBlog29th Oct 2020
Q&A with Beth Welsh
Following on from Beth achieving her Diploma in Regulated Financial Planning, we organised a Q&A to discuss what motivated her to complete her Diploma in an ambitious timeframe, how her studying has helped her in her day-to-day role and what... Read more
View moreBlog15th Oct 2020
Meet the Client: Colin’s story
Pension transfer Colin approached AAB to seek advice about whether or not he should transfer his pension scheme from his previous employer of 35 years. As part of the government’s pension freedom reforms in 2015, it’s now possible to transfer... Read more
View moreBlog8th Oct 2020
A snapshot of the future
How do our prospects look for the winter? This is the question many of us are asking at the moment as we try to imagine what the run up to Christmas will look like in light of the Coronavirus pandemic... Read more
View moreBlog2nd Oct 2020
Congratulations to Martyn, Beth and Jack!
Congratulations are in order for three members of our team this month; Martyn Paterson, Beth Welsh and Jack Swan. Martyn has attained Chartered Financial Planner status and Beth and Jack have achieved a Diploma in Regulated Financial Planning. Beth and... Read more
View moreBlog22nd Sep 2020
Meet the client: Ian’s story
Meet the client: Ian’s story Redundancy tax planning Ian started working with AAB Wealth in 2016 when he took voluntary redundancy from a major oil operator in Aberdeen. Here he chats to AAB Wealth to talk about what it was like to... Read more
View moreBlog17th Sep 2020
Supporting you financially – and mentally – with redundancy
The economic and financial challenges that have characterised 2020 to date are unique and – dare we say it – unprecedented. We hear that long-established businesses, despite their considerable reputations, have gone to the wall or simply failed to reopen.... Read more
View more
