Corporate Services

Advanced Asset Consultants provide business owners with a comprehensive corporate holistic financial planning service.We work in conjunction with other professional trustees,scheme actuaries as well as sponsoring employers in the following:

Member Advice in Defined Benefits Scheme

Occupational Review Service

Trustee Support in De-risking (ETV,PIE and Reflex)

Selecting the best benefits strategy is a core part of building a successful company.We ensure that our clients are able to continue meeting the challenges of a competitive business environment whilst ensuring they are adequately protected.This could be a simple case of reviewing,strengthening and streamlining your existing requirements or it may involve introducing a completely new set of employee benefits.

In today's world of tight budgets and timescales,we will work with you to organise a simple,headache-free package for your employees.This could even include a financial planning service to your employees at greatly reduced cost to them.

Alternatively,you may want to empower and reward your employees by allowing them the flexibility to build their own package from a range of options you set.Working with Advanced Asset Consultants means you take the lead:you set your priorities and you choose your own package of assistance.

Workplace pensions is a particular concern for business owners who lack the time to find their way through a maze of information and legal requirements.Thankfully,our advisers are there to support you.

From straightforward life cover and complex pension planning to implimenting a workplace pension scheme,we streamline the process making it as understandable as possible.

For more information on Workplace pension planning, please email us for a helpful factsheet.

Other services:

  • Group Pensions/Workplace Pension scheme reviews
  • Corporate Insurance
  • Corporate Financial Planning
  • Key Person Protection
  • Directors Share Protection
  • Employee Benefits Arrangements
  • Employees Financial Planning Service
  • Personal Pension/Self Invested Personal Pension/Small Self-Administered Scheme
  • Group Income Protection plans

Download your employers guide to Auto Enrolment

Arrange an Appointment

Financial Guides

January/February 2018 Magazine

January/February 2018 Magazine

ISA Returns of the Year: Taking control over where your money is invested tax-efficiently



A Guide to Estate Preservation

A Guide to Estate Preservation

Passing on your wealth in the most tax-efficient way.


News + Media

Die poor or Plan ahead ?

Sunday July 16, 2017

Most people are quite surprised to discover just how much they are worth. How often have you heard someone say, “I’m worth more dead than alive”? Britons will pay almost £2 billion more in inheritance tax over the next five years than previously thought, official estimates have revealed. It will rise from an estimated £4.7 …


Further reduction in Lifetime Allowance or Annual Allowance on the cards?

Monday July 10, 2017

      I wrote in March 2016 the then chancellor George Osborne may consider further reduction in the lifetime allowance (LTA) however he decided to leave this at the current level of £1m, for the time being, growing numbers of worker’s risk tax shocks because they are unknowingly on course to exceed this limit. …


Can you read the future?

Saturday July 01, 2017

Investing is about the long game however are people getting nervous as stock markets in the US and UK bump around their all-time highs. Newspaper reports are beginning to speculate that a correction may be around the corner. The biggest danger isn’t the correction or a bear market, its being out of the market on …


Tapering of annual allowance for high incomes – adjusted and threshold incomes

Wednesday May 31, 2017

This measure restricts pension tax relief by introducing a tapered reduction in the amount of the annual allowance for individuals with an adjusted income of over £150,000 and a threshold income over £110,000. Key facts The annual allowance will be reduced for individuals who have ‘adjusted income’ over £150,000 a year. The reduction in the …



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Registered in Scotland SC362302 Advanced Asset Consultants Ltd. is authorised and regulated by the Financial Conduct Authority FCA Registration No: 506551 The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.

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