Archive for the Wealth Management Category

Having multiple Super Accounts and “zombie insurance” costs Australians billions!

Having multiple Super Accounts and “zombie insurance” costs Australians billions! At AAM, we find it depressing to know that one third of Australians have unintended multiple super accounts — costing $2.6b annually in fees**. An Audit of your Supers can show if it can be consolidated and [...]Read more

Would you like Something for Nothing?

AAM UK Pension Audit
Would you like Something for Nothing? If you don’t have your Optimum Pension, your retirement security may be at risk. Would you like us to help to check this – with no charge or obligation? It’s possible you paid a high price for your pension, you’re paying [...]Read more

UK Final Salary Pensions – The £50BN Exodus

The knock-on effects of George Osborne’s pension flexibility proposals and whether you should transfer your pension.

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Why Everyone Should Have A UK Pension Audit As Soon As Possible

savings and investments - money for retirement.

Since Gordon Brown first attacked UK pensions in 1997, successive Chancellors have become hooked on the idea that they can plunder your pension with impunity, egged on of course by Civil Servants in the Treasury whose pensions will be unaffected!

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Don’t Be Trumped In The Year Of The Rooster

The Year of the Rooster signified a wake-up call to investors. Fresh off the back of major political manoeuvrings, the economic landscape now looks very different. What should investors expect for the remainder of this lunar year?

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UK Inheritance Tax Can Take Up To 40% Of The Money You Leave To Your Spouse!

UK Inheritance Tax Advice

Did you know – if you are a British person married to a non-Brit, your spouse could be liable for a UK Inheritance Tax bill of up to 40% of your worldwide assets upon your death?…

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Goodbye Tax Relief, Hello Age-Related Bonus?

With the Autumn Statement fast approaching, it seems that the Chancellor is once again targeting pensions as a way of raising money. A report in The Times has suggested that the Treasury is considering a revamp of pensions tax relief along the lines of what…

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Brexit – What does it mean for you?

The last few weeks have produced fundamental shifts in the world we have grown used to, following the UK’s historic vote to leave the EU, but what does this mean for you and what action do you need to take to protect yourself and your wealth from its impact?

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Brexit Pension & Tax Update

The votes have been cast and counted and Britain has voted to leave the EU. We are now in uncharted territory and it will take some time to understand what this means for the UK and for expats around the world.

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Rumours, Rhetoric and Reality – The UK Budget 2016

Before the Chancellor rose to deliver his latest budget, speculation was rife about changes to many aspects of UK taxation. So what happened? – The introduction of a sugar tax and a major row about disability benefits, but was that all?

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