Financial planning and tax advice – cut from the same cloth

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As part of Anderson Anderson & Brown’s (AAB) expansion into Edinburgh and the central belt, we would like to welcome you to our breakfast seminar ‘Financial planning and tax advice – cut from the same cloth’.

This event will be held on Wednesday 28 November at The Sheraton Grand Hotel in Edinburgh, and will focus on the peace of mind that can be attained from having your tax and financial planning advice all under one roof. AAB Wealth work with our colleagues in the Private Client team to ensure all bases are covered for our personal clients.

Following breakfast rolls served from 8am, there will be two brief presentations.  Lynn Gracie, Senior Manager in the Private Client tax team, will discuss opportunities available in efficient tax planning and profit extraction from companies, whilst Andrew Reynolds, Chartered Financial Planner, will demonstrate the use of cashflow modelling as the basis of a financial plan.

Whether you are a Business Owner, Director or Employee, if you would like to pay less tax, enjoy your wealth in retirement or make sure that your loved ones are provided for, come along to these event where our specialist Private Client and Financial Planning teams will demonstrate how our collaborative approach could save you time and money, both now and in the future.

As space for the event is limited, please contact Georgie Porter ( to register your attendance. The event will close at 9.30am with the opportunity for networking afterwards.


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