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Category Archives: Financial Planning

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How to talk about money

How to talk about money with…your children, your partner, your parents and your wealth manager

Financial PlanningBy superadminJuly 2, 2021

Financial stress can have a huge impact on our mental health, which is why it is important to find the right way to talk about money.

AAM new financial you

New year, new financial you

Financial PlanningBy superadminDecember 17, 2020

Happy new year. There is nothing like the start of a new year for making resolutions.  If you’re one of the many resolving to get your finances in order, here are five areas for you to consider.

AAM Checking in with your financial health

Checking in with your financial health

Financial PlanningBy superadminDecember 1, 2020

We all understand the importance of having a yearly medical checkup; to ensure your health is sound and to start any preventative measures if there is sign of illness. But do you regularly check in with how you are doing financially?

AAM Your pension can be a great way to reduce your Inheritance Tax Bill

Your pension can be a great way to reduce your Inheritance Tax bill

Financial PlanningBy superadminNovember 3, 2020

Pensions have been confirmed as the vehicle of choice for inheritance tax planning as a result of a watershed UK Supreme Court judgement.

AAM five questions to ask your wealth manager

Five questions to ask your wealth manager

Financial PlanningBy superadminOctober 29, 2020

Choosing a wealth manager is an important decision, but asking these five questions can help you find the right one for your needs.

AAM I’m getting divorced.

I’m getting divorced. Do I need a wealth manager?

Financial PlanningBy superadminSeptember 29, 2020

When partners split up, there are a host of financial implications for mortgages, savings and tax that need careful consideration to avoid hardship.

AAM The most common questions wealth managers get asked

The most common questions wealth managers get asked

Financial PlanningBy superadminSeptember 2, 2020

Retirement and tax are just some of the topics that frequently crop up in a meeting with a wealth manager.

AAM I’m self-employed. Do I need financial advice?

I’m self-employed. Do I need financial advice?

Financial PlanningBy superadminJuly 30, 2020

The switch from a salaried role to self-employment has challenges as well as rewards – especially in the areas of taxation, pensions and mortgages.

AAM planning for new arrival

Planning for a new arrival

Financial PlanningBy superadminJuly 9, 2020

Preparing for the patter of tiny feet is an exciting, if not somewhat daunting time, and such a momentous event will clearly have major implications for household finances.

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