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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March/April 2017 Magazine

March/April 2017 Magazine

Don’t miss the ISA Deadline - Time to take control over where your money is invested tax-efficiently

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January/February 2017 Magazine

January/February 2017 Magazine

Investment Outlook: Taking advantage of opportunities in 2017

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November/December 2016 Magazine

November/December 2016 Magazine

How professional financial advice can prove invaluable.

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September/October 2016 Magazine

September/October 2016 Magazine

How the lifetime allowance reduction could impact on your retirement savings.

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July/August 2016 Magazine

July/August 2016 Magazine

Getting your pension in shape to enjoy the kind of lifestyle you want in later life.

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May/June 2016 Magazine

May/June 2016 Magazine

Impact on financial markets ahead of the EU referendum.

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March/April 2016 Magazine

March/April 2016 Magazine

Views from investment company managers on China.

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January/February 2016 Magazine

January/February 2016 Magazine

Setting goals for saving and investing.

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November/December 2015 Magazine

November/December 2015 Magazine

New possibilities in retirement, and the options available to you.

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September/October 2015 Magazine

September/October 2015 Magazine

Britons rely on a cash windfall to fund their retirement plans.

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July/August 2015 Magazine

July/August 2015 Magazine

Is Europe set on a path to recovery?

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May/June 2015 Magazine

May/June 2015 Magazine

It's not just about picking investments wisely, it's holding them in the most suitable place.

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March/April 2015 Magazine

March/April 2015 Magazine

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

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January/February 2015 Magazine

January/February 2015 Magazine

What will feature in your top New Year's resolutions?

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November/December 2014 Magazine

November/December 2014 Magazine

Is it time to set your money free?

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September/October 2014 Magazine

September/October 2014 Magazine

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

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July/August 2014 Magazine

July/August 2014 Magazine

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

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March/April 2014 Magazine

March/April 2014 Magazine

Pensions lifetime allowance changes on the horizon.

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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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