Knowledge Base

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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A Guide to Retirement Planning

A Guide to Retirement Planning

How will you ensure you achieve the retirement lifestyle you deserve?

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A Guide to Lifetime ISA

A Guide to Lifetime ISA

New generation of tax-efficient wealth creation

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A Guide to Brexit

A Guide to Brexit

What could it mean for UK investors?

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A Guide to Individual Savings Accounts

A Guide to Individual Savings Accounts

Don't miss the 5th April 2017 deadline

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A Guide to The New Inheritance Tax Rules

A Guide to The New Inheritance Tax Rules

Safeguard your wealth for future generations

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A Guide to Estate Preservation

A Guide to Estate Preservation

Navigating your options for passing on wealth

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A Guide to 2016/17 Year End Tax Planning

A Guide to 2016/17 Year End Tax Planning

Taking advantage of planning opportunities means getting tax savvy now

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A Guide to New Year Wealth Planning

A Guide to New Year Wealth Planning

Navigating the financial aspects of your unique life's journey

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2017 Investment Outlook

2017 Investment Outlook

Protecting your portfolio from any possible surprises

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A Guide to Wealth Management

A Guide to Wealth Management

Creating an integrated and coordinated approach to managing your wealth.

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A Guide to Investment Matters

A Guide to Investment Matters

Creating the life you want.

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A Guide to Professional Financial Advice

A Guide to Professional Financial Advice

Planning for your long-term future.

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A Guide to the Lifetime Allowance

A Guide to the Lifetime Allowance

What could the further reduction mean to your retirement income.

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A Guide to Protecting your Financial Plan

A Guide to Protecting your Financial Plan

Safeguarding the people and things that matter most.

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A Guide to Active and Passive Investment Management

A Guide to Active and Passive Investment Management

What's better - Active or passive management?

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A Guide to your options at retirement

A Guide to your options at retirement

New freedoms over how you can use your pension money.

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A Guide to protecting you & your estate

A Guide to protecting you & your estate

Providing your family with lasting benefits means taking preventative action now.

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A Guide to Investment Planning

A Guide to Investment Planning

What does the future look like for your wealth?

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A Guide to how brexit could affect your finances

A Guide to how brexit could affect your finances

Looking through this period of uncertainty and focusing on the longer-term opportunities.

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A Guide to Investing in 2016

A Guide to Investing in 2016

Take stock of where you are and where you want to be, and plan how best to get there.

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A Guide to Wealth Preservation

A Guide to Wealth Preservation

Optimising your tax position is paramount in the run-up to the financial year end.

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A Guide to Inheritance Tax Planning

A Guide to Inheritance Tax Planning

Protecting your wealth for future generations.

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A Guide to the Budget 2016

A Guide to the Budget 2016

Summary and highlights: Everything you need to know.

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A Guide to Pension Changes

A Guide to Pension Changes

Unlock what the additional reforms could mean to you.

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A Guide to the New State Pension

A Guide to the New State Pension

What the rule changes mean to you.

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A Guide to Retirement Planning

A Guide to Retirement Planning

Shaping your retirement plans to best meet your individual needs and circumstances.

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A Guide to the Lifetime Individual Savings Account

A Guide to the Lifetime Individual Savings Account

Tax-efficiency and flexibility for the next generation.

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A Guide to the Budget 2016

A Guide to the Budget 2016

Summary and highlights: Everything you need to know.

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A Guide to - 2015/2016 Tax Planning

A Guide to - 2015/2016 Tax Planning

Essential tax and wealth strategies.

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A Guide to - The Spending Review and Autumn Statement 2015

A Guide to - The Spending Review and Autumn Statement 2015

Government spending over the next four years and plans for the economy.

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What’s in your basket?

What’s in your basket?

Diversifying your assets helps spread risk by lessening the potential for losses.

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Venture Capital Trusts and Enterprise Investment Schemes

Venture Capital Trusts and Enterprise Investment Schemes

Further alterations to the rules on the plans, which invest in small, private up-and-coming companies.

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Unit trusts

Unit trusts

Participating in a wider range of investments.

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Trading places

Trading places

It’s not just about picking investments wisely, it’s holding them in the best place.

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Self-assessment tax returns abolished

Self-assessment tax returns abolished

Move towards new online digital tax account.

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Save smart and make your existing money grow

Save smart and make your existing money grow

5 tips to help you be more confident about your financial future.

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Safeguarding your family’s lifestyle

Safeguarding your family’s lifestyle

The numbers show a significant protection gap exists for families in the UK.

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Question time

Question time

Why planning for your future retirement requires answers.

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Pooled investments

Pooled investments

Choosing a broad spread of instruments in which to invest.

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Personal Savings Allowance

Personal Savings Allowance

Taking over 90% of taxpayers out of paying tax on interest from savings.

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Pensions freedom

Pensions freedom

Your questions answered.

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Pensions and Divorce

Pensions and Divorce

How to protect your financial position during a divorce.

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Pension freedoms – what could they mean to you?

Pension freedoms – what could they mean to you?

Accessing your pension safely, without unnecessary costs and a potential tax bill.

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Pension consolidation

Pension consolidation

Bringing all of your separate pension plans together into one single pension pot.

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New pension landscape

New pension landscape

Are you ready for the responsibilities of being in complete control over all of your money?

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New Individual Savings Accounts

New Individual Savings Accounts

A NISA way to grow your tax-efficient wealth.

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Nation of savers

Nation of savers

Year-on-year rise in the number of long-term savers.

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‘Midlife crisis’

‘Midlife crisis’

Baby boomers are some of the least prepared for retirement.

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Meet the Full Nesters

Meet the Full Nesters

Providing financial support for adult offspring – what are the implications.

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Maximising your income levels in retirement

Maximising your income levels in retirement

Why having a target in mind clearly makes a difference to fund this stage of your life.

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Investment risk

Investment risk

Reducing the overall level of exposure.

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Investing for income

Investing for income

Choosing your appetite to risk.

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Inheritance Tax

Inheritance Tax

One of life’s unpleasant facts.

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Inheritance Tax

Inheritance Tax

Deed of variation review to ensure they do not foster tax avoidance.

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Influencing factors to managing your future wealth

Influencing factors to managing your future wealth

When was the last time you revisited your investment goals?

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Individual Savings Accounts

Individual Savings Accounts

Rules change for savers withdrawing tax-efficient money.

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Income Tax Personal Allowance

Income Tax Personal Allowance

Increase announced to £11,000 from April 2017.

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Help to Buy ISA

Help to Buy ISA

25% boost for those saving towards a deposit to buy their first home.

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Getting more financially savvy

Getting more financially savvy

Sorting out finances high on most people’s list.

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Gender disparity

Gender disparity

Funding a post-work life will be difficult without sufficient planning.

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Financial fibbing

Financial fibbing

Telling ‘white lies’ about our money and salary.

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Do you know your Inheritance Tax numbers?

Do you know your Inheritance Tax numbers?

How to shelter your assets from unnecessary tax.

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Budget 2015

Budget 2015

Income tax and national insurance allowances.

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Budget 2015 at a glance

Budget 2015 at a glance

What the Chancellor had to say.

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Asset classes

Asset classes

Putting together an investment portfolio.

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Annuities

Annuities

Further pensions freedom plans extended to secondary market.

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Achieving financial success

Achieving financial success

Tips to get your finances on track.

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10 key announcements from Budget 2015

10 key announcements from Budget 2015

Which of these could impact on your financial plans, both positively and negatively?

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A Guide to Wealth Preservation

A Guide to Wealth Preservation

Making your wealth last for you and future generations.

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A Guide to Investing for Children

A Guide to Investing for Children

Building a NEST egg to provide for their financial future.

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A Guide to Income Protection

A Guide to Income Protection

Replacing your income if you couldn't work due to a serious illness.

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Employers Guide to Auto Enrolment and NEST

Employers Guide to Auto Enrolment and NEST

How NEST can help you meet your new employer duties.

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A Guide to Cash Flow Modelling

A Guide to Cash Flow Modelling

Visualising your future financial position.

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A Guide to Equilty Release

A Guide to Equilty Release

Unlocking cash in your home - is it right for you?

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A Guide to Retirement Planning

A Guide to Retirement Planning

Making the most of the new pension rules to enjoy freedom and choice in your retirement.

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A Guide to Creating a Diverse Investment Portfolio

A Guide to Creating a Diverse Investment Portfolio

How to work out your own investing style when things aren't black and white.

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A Guide to New Pension Freedoms

A Guide to New Pension Freedoms

Giving people greater power over how they spend, save or invest their retirement pots.

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A Guide to Wealth Goals

A Guide to Wealth Goals

How to save for a rainy day and plan a comfortable retirement.

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A Guide to the Budget 2015

A Guide to the Budget 2015

The key announcements that could influence your financial planning decisions in the year ahead and beyond.

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A Guide to Inheritance Tax Planning

A Guide to Inheritance Tax Planning

Planning ahead to ensure that your assets are passed on to your loved ones as efficiently as possible.

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A Guide to Pensions Freedom

A Guide to Pensions Freedom

Helping you make the most of your new freedoms...your questions answered.

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A Guide to New Individual Savings Accounts

A Guide to New Individual Savings Accounts

The NISA way to grow your tax-efficient wealth.

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A Guide to Pension Consolidation

A Guide to Pension Consolidation

Bringing all of your separate pension plans together into one single pension pot.

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A Guide to New Pensions Freedom

A Guide to New Pensions Freedom

Giving people more confidence to save into a pension.

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A Guide to 2014/15 Year End Tax Planning

A Guide to 2014/15 Year End Tax Planning

With careful tax planning, it may be possible to mitigate taxes or make them much more manageable.

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A Guide to Asset Allocation

A Guide to Asset Allocation

Balancing risk and return by apportioning your portfolio's assets through different life stages.

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A Guide to Inheritance Tax

A Guide to Inheritance Tax

Effective solutions designed to protect your assets and give your family lasting benefits in an uncertain world.

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A Guide to Retirement Planning

A Guide to Retirement Planning

The freedom to choose what you do with your money.

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A Guide to Wealth Management

A Guide to Wealth Management

Financial advice that adapts as your needs change over time.

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Autumn Statement 2014

Autumn Statement 2014

The key announcements that could influence your financial planning decisions in the year ahead and beyond.

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A Guide to Wealth Protection

A Guide to Wealth Protection

Preserving your wealth for the next generation.

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A Guide to Inheritance Tax

A Guide to Inheritance Tax

How to give more to your family and less to the taxman.

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A Guide to Inheritance Tax

A Guide to Inheritance Tax

How to give more to your family and less to the taxman.

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A Guide to Pensions & Divorce

A Guide to Pensions & Divorce

How to protect your financial position during a divorce.

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A Guide to Auto Enrolement

A Guide to Auto Enrolement

Is it time to start your workplace pension's journey?

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How To Invest 2014/15

How To Invest 2014/15

Investing in a sophisticated and highly complex world.

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A Guide to NISAs

A Guide to NISAs

What every investor should know about greater flexibility, freedom to transfer and improved tax efficiency.

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Pension Wealth Check - Full Guide

Pension Wealth Check - Full Guide

10 ideas served up to help you maximise your pension provision.

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Pension Wealth Check - Short Guide

Pension Wealth Check - Short Guide

Providing you with increased simplicity and greater flexibility.

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A Guide to Retirement Planning

A Guide to Retirement Planning

A time when you'll want to enjoy your life, not worry about money.

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A Guide to Budget 2014

A Guide to Budget 2014

The key financial planning impacts.

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A Guide to 2014 Budget Pension Rule Changes

A Guide to 2014 Budget Pension Rule Changes

The most far - reaching reform to pensions since the regime was introduced.

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A Guide to Individual savings accounts

A Guide to Individual savings accounts

Building tax - efficient wealth means taking action now - beat the deadline.

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An Investors Guide to the 2014 Economic Outlook

An Investors Guide to the 2014 Economic Outlook

Tentative signs of economic growth - so what do I do with my money?

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A Guide to Wealth Preservation

A Guide to Wealth Preservation

Protecting your estate for future generations.

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Autumn Statement 2013

Autumn Statement 2013

The key announcements from the chancellor.

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A Guide to Investing

A Guide to Investing

Making the right decisions about how your money should be invested.

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NEST - All The Facts

NEST - All The Facts

All the key information you need about being a member of NEST.

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Professional Advice Information

Professional Advice Information

Changes to the way you receive valued advice in the new world of financial services.

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A Guide to Auto Enrolment

A Guide to Auto Enrolment

Helping people in the race to retirement.

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A Guide to Estate Preservation

A Guide to Estate Preservation

Protecting wealth for generations.

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A Guide to National Employment Savings Trust

A Guide to National Employment Savings Trust

Helping an estimated seven million employee's who are not putting money aside for their retirement to start saving for tomorrow, today.

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2013/14 Year End Tax Planning

2013/14 Year End Tax Planning

Protecting your wealth for you and future generations.

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A Guide to Trusts

A Guide to Trusts

Laying the foundations for tax planning or asset preservation.

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Financial Guides

May/June 2017 Magazine

May/June 2017 Magazine

Road To Brexit - Biggest investment planning challenge over the coming years for all investors

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Factsheets

A Guide to Retirement Planning

A Guide to Retirement Planning

How will you ensure you achieve the retirement lifestyle you deserve?

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News + Media

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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Check the FCA Register-Scam Advisers looking to get your pension

Friday April 28, 2017

pensions, pension planningConventional wisdom points to defined benefit schemes as the gold standard of retirement provision. This position is also held by the Financial Conduct Authority, which has led to the majority of financial advisers opting out
of providing advice in this area. Those ‘specialist’ firms that do provide advice are typically reliant on the Critical Yield Method. …

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Pension freedom withdrawals cut through £10bn barrier

Wednesday April 26, 2017

More than £10bn has been accessed flexibly since the introduction of pension freedom in 2015, the latest HM Revenue & Customs statistics have shown. A total £1.59bn was flexibly withdrawn in Q1 2017, the most in any quarter since Q2 2016 and the second-highest figure seen. More than 390,000 flexible payments were made in the …

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£20k ‘death tax’: Government new Tax charge

Wednesday April 12, 2017

The Government’s dramatic increase in probate fees is attracting more outcry as it emerges the Ministry of Justice does not know how much it costs to handle an application for probate. From next month, a new system takes effect that will see the largest estates pay £20,000 in probate fees. Probate must be granted to …

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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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