Yearly archive for 2016

Time to make your New Year’s Resolutions?

Financial Plans 2017

It is hard to believe that 2017 is here already! This is the time of year when we think about the year ahead and make our New Year’s Resolutions – but what about our finances?

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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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Will Expats Be The Chancellor’s Target Again? Seminar

On Thursday 1st December, AAM will be hosting a not to be missed seminar to discuss how the changes announced in 23th November UK Autumn Statement will affect you!

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Whose Wealth Is It Anyway? Seminar

On 10 November 2016, Ian Black – AAM Head of Wealth Solutions – will be delivering a seminar on strategies for reducing Inheritance Tax. Under current legislation HMRC can take a massive 40% of the value of your entire estate over £325,000. If you are British or own any assets in the UK, this seminar is a not to be missed event!

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AAM Wins Best Practice Adviser Awards 2016


We are pleased to announce we have won International Advisor’s Best Advisor Awards 2016 in 2 categories.

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The Threat to Your Super Continues

On 27th October 2016, Ian Black – Head of Wealth Solutions – will discuss the changes to measures introduced in the recent Australian Budget, how these will impact you and what you can do about it, focussing on the actions you should take to protect yourself from ever increasing taxes, both whilst overseas and after you return to Australia.

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Super Changes….Again!

In the 2016-17 Budget, the Treasurer announced a package of reforms designed to improve the sustainability, flexibility and integrity of the Superannuation system. The objective for the changes to Super was stated as ‘to provide income in retirement to substitute or supplement the Age Pension’. Now, following extensive consultation, the Government has decided to amend the proposals.

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Summary of Proposed changes to Supperannuation

We have detailed below the current proposals to change Super, which are due to come into force on 1st July 2017. This information, which is valid as at 15th September 2016, is subject to consultation and could be amended before enactment.

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Is Property the best investment?

A Bank of England economist says investing in houses is more profitable than pensions! This is why he’s wrong…

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