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

January/February 2017 Magazine

January/February 2017 Magazine

Investment Outlook: Taking advantage of opportunities in 2017

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Factsheets

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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News + Media

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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Top Trump -So what now ?

Thursday January 26, 2017

His 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. …

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Breaking the Taboo of Defined Benefit Pensions

Friday September 02, 2016

Conventional 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 …

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BREXIT :Two Weeks on from decision

Friday July 08, 2016

life cover, life insurance, life assurance, trusts, discretionary trusts, tax planningA 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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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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