Yearly archive for 2018

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

AAM wins Best Practice Adviser Awards for 2018

Following our wins in 2016 and 2017, we recently scooped 3 awards at the International Adviser "Best Practice Adviser Awards 2018" in the following categories: Best Adviser Firm, by Region (Singapore) Excellence in Operational Efficiency Excellence in Professional Development The awards are judged by an independent panel [...]Read more

UK Expat Property Owners Under Attack – Again!

UK Budget 2018

At the Conservative Party conference, Theresa May stated the Government’s intention to impose a levy on “Foreign” buyers of UK property. The definition of “foreign” is being non-UK resident for tax purposes which will impact UK expats around the world. This levy is likely to be in the range 1% – 3% and further announcements will be made in due course.

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5 Life Changing Financial Tips

Most investors want to earn the highest rate of return whilst minimising risk. AAM presents Five nuggets of financial wisdom that could change the way you invest.

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Brace for A Budget Stealth Tax Grab Seminar

Amongst the noise surrounding the Brexit negotiations, Budget rumours have already begun, with the Chancellor needing to find £20 billion by 2023 to fund NHS spending pledges. The Chancellor is also set to examine capital gains tax, Inheritance Tax and maybe even invent stealth taxes, so you may need to act fast to protect yourself. This could be a momentous Budget and knowing how you are affected could make all the difference to your wealth.

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Another Year, Another UK Budget

Back in November 2016, the then relatively new Chancellor announced an end to Spring Budgets after the one due in March 2017. A new cycle is now in place, with March 2018 having seen Mr. Hammond present a relatively brief Spring Statement. Whereas his predecessors had often turned the Autumn Statement into a second unofficial Budget, Mr. Hammond is aiming for major tax changes to be announced only once every 12 months, well ahead of the start of the tax year.

It is rumoured that the next Budget could come as early as October.

So, what can we expect…?

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Wills and Protection: An informative talk

Please join us for an informative evening, where we’ll discuss the importance of wills and protection. Making a will is an important part of estate planning and some of us are not aware of the adverse consequences of not having a valid will. We’ll also cover the need to safeguard your family’s income and lifestyle against financial loss in the event the unexpected occurs with the combination of life insurance and protection plans.

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UK Pensions in The New Age of Freedom

AAM Uk Pension Seminar Feb 2019

In recent years the UK Pensions landscape has changed beyond all recognition, sowing confusion over what you should do for State Pensions and Private Pensions alike.
Join us to hear what factors you need to consider when evaluating how well prepared you are for retirement and what steps you should take to protect your pensions from continual legislative and tax challenges.

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Asia, Europe, Australia – Where to Retire & Can You Afford Your Perfect Retirement?

Join us to hear what factors you need to consider when choosing where to retire including the ongoing questions raised by the Brexit negotiations.
Our speaker will be Ian Black, AAM Head of Wealth Solutions, who benefits from over 24 years’ experience and is one of the industry’s leading technical experts on offshore insurance-based planning.

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