Services

Do you need a professional assessment of your finances? If you are unsure whether your finances are performing in line with your expectations, don’t leave it to chance: contact a professional financial advisor today.

Advanced Asset Consultants are dedicated to keeping your finances in good shape. Our extensive range of personal financial planning services covers everything from pensions and inheritance matters to tax-efficient investments and ethical investment planning.

If you require straightforward advice, our Direct Simplified Investment service may be suitable for you. For more in-depth or complex guidance, our Wealth Planning service is the right choice for you.

Additionally, we offer our Corporate Planning service to businesses across the country. This service covers auto-enrolment, corporate savings and shareholder protection. Our advisers are here to walk you through your options and guide you to a more prosperous future.

We are happy to review your current investments and options at no initial cost.

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Financial Guides

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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Factsheets

A Guide to Individual Savings Accounts

A Guide to Individual Savings Accounts

Don't miss the 5th April 2017 deadline

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News + Media

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 A total £1.59bn was flexibly withdrawn in Q1 2017, the most in any quarter since Q2 2016 and the second-highest figure seen.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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HMRC Capital Gains tax increases by 60%

Wednesday February 15, 2017

HM 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 …

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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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