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Financial Guides

May/June 2019 Newsletter

May/June 2019 Newsletter

Inheritance Tax no longer something that affects the very wealthy

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March/April 2019 Newsletter

March/April 2019 Newsletter

Life After Work - Planning for the Retirement you deserve

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January/February Magazine 2019

January/February Magazine 2019

Plan, Prepare...

MAKING NEW YEAR’S TAX SAVING RESOLUTIONS

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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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September/October Magazine 2018

September/October Magazine 2018

Cash may not be King: Pension savers risk a significant tax bill 

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May/June Magazine 2018

May/June Magazine 2018

Protecting your Estate for Future Generations: Many individuals find the Inheritance Tax rules too complicated.

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March/April Magazine 2018

March/April Magazine 2018

Market Matters: Don’t let current global uncertainties affect your financial planning.

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January/February 2018 Magazine

January/February 2018 Magazine

ISA Returns of the Year: Taking control over where your money is invested tax-efficiently

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November/December 2017 Magazine

November/December 2017 Magazine

Turbocharge your pension: Will you be able to afford the retirement lifestyle you want?

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September/October 2017 Magazine

September/October 2017 Magazine

New State Pension Age - How will it affect your retirement plans?

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July/August 2017 Magazine

July/August 2017 Magazine

Currency Fluctuations - Why foreign exchange markets are in unchartered territory

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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 2019 Newsletter

May/June 2019 Newsletter

Inheritance Tax no longer something that affects the very wealthy

Download

Factsheets

Guide To The Final Retirement Countdown

Guide To The Final Retirement Countdown

Time To Review Your Financial Plans With A Financial Check-Up?

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News + Media

Power of Attorney and Pension

Sunday February 10, 2019

£21.6 billion has been accessed since pension freedom were introduced,in 2018 730,000 individual withdrew £6 billion from their pension holdings.Most of the withdrawals represent small amounts circa £8,000 per individual. However there are clients who have accessed much larger pots by way of Defined Benefit transfers and moving into drawdown to access the flexibility that …

The post Power of Attorney and Pension appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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What does good pension advice look like

Sunday February 10, 2019

The chances of a client fully understanding the implications of a transfer will vary across the market, most clients who receive an option to transfer focus on one thing and one thing only the “BIG” number on that bit of paper. This can be considerable and may well be an eye-watering number moreover their biggest …

The post What does good pension advice look like appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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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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