Resources - AAB Wealth

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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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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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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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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News3rd Jun 2024
AAB Wealth expands presence in Central Scotland with acquisition of Synergy Financial Planning
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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 Marston
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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 Marston
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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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