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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 How to Grow your Wealth

A Guide to How to Grow your Wealth

Creating a strategy for your investments that match your goals

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A Guide to Shareholder and Partnership Protection

A Guide to Shareholder and Partnership Protection

Good Health, Good Business

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A Guide to Later Life Care

A Guide to Later Life Care

Planning for one of the biggest social challenges in the coming years

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2018/19 Tax Changes

2018/19 Tax Changes

New initiatives you need to know

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Auto-Enrolment

Auto-Enrolment

Valuable employer contributions encourage people to stay

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Averting a later-life financial crisis

Averting a later-life financial crisis

More retirees drawing pensions without LPAs

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Avoiding hidden dangers in retirement

Avoiding hidden dangers in retirement

Make sure you don’t run out of money or face a reduced standard of living

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Back to the Future

Back to the Future

Uncovering what really matters to you is the key to the planning process

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Beware of the Scammers

Beware of the Scammers

Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest

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Diversification, diversification, diversification

Diversification, diversification, diversification

Portfolio building requires different characteristics to evaluate

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Do you have protection if the worst should happen?

Do you have protection if the worst should happen?

Nine in ten Britons are in danger of financial hardship – so what cover do you need?

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Driving towards the next phase of your life

Driving towards the next phase of your life

Getting the date right can help you reach your destination sooner

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Financial Fitness

Financial Fitness

Time to track and celebrate your wealth goals?

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Financial Freedom

Financial Freedom

Deciding what to do with pension savings – even if you’re still working

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Financia Goal-Setting

Financia Goal-Setting

The key to building wealth

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Financial Resilience

Financial Resilience

How prepared are you for any financial shocks?

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Generous Grandparents

Generous Grandparents

The bank that likes to say ‘yes’

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How to make the most of your retirement

How to make the most of your retirement

Steps you could take to increase your eventual income

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Impact Investing

Impact Investing

Seeking to generate both social change and a return on capital

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Inflation Matters

Inflation Matters

Impact of rising prices on investments

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Inheritance Tax Concerns?

Inheritance Tax Concerns?

Passing your wealth on to the next generation

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Investment Choices

Investment Choices

Which is the right approach for you?

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ISA Rules and Inheritance Tax

ISA Rules and Inheritance Tax

Families set to pay millions in unnecessary tax

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Life Events

Life Events

What will influence your retirement income needs?

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Make it a date

Make it a date

Keeping your target retirement plans on track

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Making the most of your pensions

Making the most of your pensions

Have you accumulated multiple plans that need reviewing?

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Market Matters

Market Matters

Don’t let current global uncertainties affect your financial planning

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Meaningful Insights

Meaningful Insights

Financial worries don’t just affect our waking hours

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Pension Freedoms

Pension Freedoms

Running out of money remains the biggest retirement fear for over-55s

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Pretirement

Pretirement

Scaling back on work or slowing your retirement plans down

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Protecting you and your family’s finances

Protecting you and your family’s finances

Top reasons people gave for not taking out protection

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Protecting your estate for future generations

Protecting your estate for future generations

Many individuals find the Inheritance Tax rules too complicated

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Relationship Breakdowns

Relationship Breakdowns

Why sorting out your pension may not be the biggest priority

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Retirement Wealth

Retirement Wealth

What’s the right answer for you?

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Sandwich Generation

Sandwich Generation

Financially squeezed between elderly parents and children

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Savings in Retirement

Savings in Retirement

Giving people much more control over their pension savings than ever before

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Tips to minimise the tax you pay

Tips to minimise the tax you pay

Have you utilised all your year-end tax planning deadline opportunities?

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To transfer, or not to transfer?

To transfer, or not to transfer?

What to consider before making this big decision

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Transferring ISAs

Transferring ISAs

Time to bring your investments together?

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Wealth Preservation

Wealth Preservation

Reducing Inheritance Tax means taking action now

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When I'm Gone

When I'm Gone

How a simple list can help your loved ones after your death

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Why being over-40 is the new mid-20s

Why being over-40 is the new mid-20s

Healthier lifestyles and feeling happier about financial planning for retirement

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You have one life, so invest wisely

You have one life, so invest wisely

Identifying multiple risk profiles for multiple goals

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Your Money, Your Choice

Your Money, Your Choice

Supporting your future financial requirements

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Financial Guides

November/December Magazine 2018

November/December Magazine 2018

You have one life, so invest wisely: Identifying multiple risk profiles for multiple goals

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Factsheets

A Guide to How to Grow your Wealth

A Guide to How to Grow your Wealth

Creating a strategy for your investments that match your goals

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News + Media

Financial goal-setting

Friday November 02, 2018

“A goal properly set is halfway reached”. Zig Ziglar The key to building wealth Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all want financial freedom, but how will we achieve it? Financial goal-setting is the key to building wealth. There …

The post Financial goal-setting appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Better Safe Than Skint…

Saturday June 30, 2018

AAC Better Safe than SkintTraditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …

The post Better Safe Than Skint… appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Insistent Client- Defined Benefit Disaster

Monday April 30, 2018

AAC Insistent ClientThere has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …

The post Insistent Client- Defined Benefit Disaster appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Stock Market Turbulence Is Normal

Monday March 19, 2018

AAC state pensionDon’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …

The post Stock Market Turbulence Is Normal appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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