Financial Guides

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

September/October Magazine 2018

September/October Magazine 2018

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

Download

Factsheets

A Guide to Self-Invested Personal Pensions

A Guide to Self-Invested Personal Pensions

Taking greater control of your retirement plans for the future

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News + Media

Better Safe Than Skint…

Monday April 30, 2018

Traditionally 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 …

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Insistent Client- Defined Benefit Disaster

Monday April 30, 2018

There 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 …

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Stock Market Turbulence Is Normal

Monday March 19, 2018

state pension, retirement age, retirement planning, workplace pensions, starting a 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 …

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Can “DIY” pension be the best option for DB transfers

Monday March 19, 2018

I read with interest the rise in individuals managing their pension pots has increased from 5% to 30% since pension freedoms in 2015. Should there be concerns or is this just down to the general public’s view on financial planning, we read almost every other day that self-managing pensions are the best option, why pay …

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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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