Close Filter

Sign up to updates

Search & Filter the insights

  1. News12th Mar 2024

    Team photo of our whole AAB Wealth team

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

    View more
  2. Blog8th Mar 2024

    Photo of Ian Campbell, Head of Financial planning

    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

    View more
  3. Blog5th Mar 2024

    Individual sitting working in a cafe, looking at his investments on his phone and smiling

    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

    View more
  4. 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

    View more
  5. Blog24th Jan 2024

    Scottish young professional, smiling whilst having a coffee with colleague

    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

    View more
  6. Blog16th Jan 2024

    Kelly Shek, Financial Planner at AAB Wealth smiling at camera

    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

    View more
  7. Blog29th Nov 2023

    Family cooking together

    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

    View more
  8. News20th Nov 2023

    Debbie Connolly and Feargal McCormack smiling at camera holding award

    AAB Wealth Director collects Financial Adviser of the Year Award

    View more
  9. Blog16th Oct 2023

    AAB team member looking at stock markets

    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

    View more
  10. News13th Oct 2023

    Andrew Dines, Head of AAB Wealth with Claudia Winkleman

    AAB Wealth wins Top Planning Firm award

    View more
  11. Blog14th Sep 2023

    Dad and son working together smiling

    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

    View more
  12. Blog18th Aug 2023

    Investor walking in park in sun

    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

    View more