Archive for the Updates Category

AAM wins Excellence in Professional Development

AAM is delighted to have won the Excellence in Professional Development Award for the 2nd year in a row at the recent International Adviser awards. The awards are judged by an independent panel of industry professionals from a range of institutions and they recognise financial advisory firms [...]Read more

Brexit – No Budget but an election seminar

AAM UK Election Budget 2019

Another year on and the Brexit story drags on. Confident of leaving the EU on 31st October the Chancellor, Sajid Javid had indicated that he planned to present his first Budget on 6th November.

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Wealth Solutions Seminar : Asia, Europe, Australia – Where to Retire and Will Brexit Spoil Your Retirement Plans?

AAM WS Seminar Where to Retire

Retirement isn’t just where, it is how and when too. So, you think your biggest challenge is to decide where you will retire, think again! Having decided where and when you want to retire and what you want to do, you not only need to make sure that you can afford to but also make sure that you will be allowed to live there. Retirement means moving from money coming in to money going out, and understanding what your retirement cashflow looks like is essential. In this seminar Ian Black, AAM Head of Financial Planning and Wealth Solutions, and Dominic Volek, Managing Partner of Henley & Partners, will discuss the factors you need to consider when deciding where and when to retire, and how Cash Flow modelling can help you ensure that you can enjoy your retirement with peace of mind.

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Emergency UK Property Seminar

AAM UK Emergency Property Seminar

Following the consultation on changes to Private Residence Relief applicable from 6 April 2020 announced in the last budget, HMRC has published the response to the consultation and the resulting draft legislation.

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Australian Start of The Tax Year Seminar

AAM ATO September Seminar

Now that the Election is behind us, what does the ATO have in store for you? With the Federal Election following hot on the heels of the 2019 Budget we now turn our attention to the policies of the reinvigorated Coalition Government. In previous years we have seen a raft of measures which have impacted on the financial wellbeing of Australian Expats and amongst the latest, one which could remove your Insurances from your Super without your knowledge.

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Compass Portfolios Update

On Thursday, 2nd May 2019, Compass Fund Manager, Sacha Chorley will bring you updates on the Compass Portfolio performance…

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What will the 2019 Australian Budget mean for you?

With the date for the 2019 Budget having been confirmed as April 2nd, attention is turning to what the Treasurer may have in store for us in this pre-election budget. In previous years we have seen a raft of measures which have impacted on the financial wellbeing of Australian Expats. Ian Black – AAM Head of Financial Planning and Wealth Solutions – will discuss the changes introduced in the Budget, how these will impact you and what you can do about them and the key Labor proposals likely to come in if they win the election in May.

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AAM Wins Gold at Expat Living Reader’s Choice Awards 2019

We are pleased to begin 2019 with the announcement that we have been voted as the top firm for Financial Planning Services at Expat Living’s Reader’s Choice Awards 2019.

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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

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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