These informatitive financial guides and factsheet are for you to download and read at your leisure, these provide general information on a wide range to topics that you may find of interest.These factsheet and guides are general in nature and do not constitute any form of advice. Please click the download PDF button for your complimentary copy. If you have any further question or would like to discuss in greater detail please get in touch.
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Taking advantage of planning opportunities means getting tax savvy now
Navigating the financial aspects of your unique life's journey
Creating an integrated and coordinated approach to managing your wealth.
What could the further reduction mean to your retirement income.
Safeguarding the people and things that matter most.
What's better - Active or passive management?
New freedoms over how you can use your pension money.
Providing your family with lasting benefits means taking preventative action now.
Looking through this period of uncertainty and focusing on the longer-term opportunities.
Take stock of where you are and where you want to be, and plan how best to get there.
Optimising your tax position is paramount in the run-up to the financial year end.
Shaping your retirement plans to best meet your individual needs and circumstances.
Tax-efficiency and flexibility for the next generation.
Government spending over the next four years and plans for the economy.
Diversifying your assets helps spread risk by lessening the potential for losses.
Further alterations to the rules on the plans, which invest in small, private up-and-coming companies.
It’s not just about picking investments wisely, it’s holding them in the best place.
5 tips to help you be more confident about your financial future.
The numbers show a significant protection gap exists for families in the UK.
Taking over 90% of taxpayers out of paying tax on interest from savings.
Accessing your pension safely, without unnecessary costs and a potential tax bill.
Bringing all of your separate pension plans together into one single pension pot.
Are you ready for the responsibilities of being in complete control over all of your money?
Providing financial support for adult offspring – what are the implications.
Why having a target in mind clearly makes a difference to fund this stage of your life.
When was the last time you revisited your investment goals?
Funding a post-work life will be difficult without sufficient planning.
How to shelter your assets from unnecessary tax.
Which of these could impact on your financial plans, both positively and negatively?
Building a NEST egg to provide for their financial future.
Replacing your income if you couldn't work due to a serious illness.
How NEST can help you meet your new employer duties.
Wednesday February 15, 2017HM Revenue & Customs (HMRC) collected an additional £140m from investigations into unpaid capital gains tax (CGT) over the last financial year. Through analysing data from HMRC, £55m of the figure came from investigations relating to ‘wealthy individuals’ and mid-sized businesses with the remaining £85m stemming from regular taxpayers and small businesses. The substantial numbers …
Thursday January 26, 2017His inauguration on Friday 20 January. Trump was sworn in as the 45th President of the United States on the steps of the US Capitol at noon, when current president Barack Obama’s term expires. WHO ARE THE CLEAR WINNERS? Initially, the clear winners of this seismic election result appear to be US infrastructure and business. …
Friday September 02, 2016Conventional wisdom has historically seen ‘final salary’ pensions being held up as the gold standard of retirement provision. This is due to the benefits of these pensions typically outweighing what most people in an alternative ‘money purchase’ arrangement could receive in retirement. As such, transferring benefits away from a final salary pension into an alternative …
Friday July 08, 2016A brief look at the FTSE 100 would suggest that not much has been happening since the UK voted to leave the European Union (EU). In fact, the FTSE 100 was at its highest level since August 2015 on Friday 1 July. The initial reaction in financial markets to the referendum result went as expected. …
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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.