AJB Wealth
@ajbwealth.bsky.social
We're a friendly wealth management firm, based on Hampshire, specialising in investment management and financial planning for UK and international investors.
Looking for some final Xmas present ideas. Our latest blog considers gifts with a lasting value. #Hampshire #Alresford #WealthManagement www.ajbwealth.co.uk/christmas-pr...
Christmas presents with lasting value | AJB Wealth
Most presents are bought for immediate joy but what if your gift could hold its value or even appreciate? We explore some options....
www.ajbwealth.co.uk
December 18, 2025 at 11:49 AM
Looking for some final Xmas present ideas. Our latest blog considers gifts with a lasting value. #Hampshire #Alresford #WealthManagement www.ajbwealth.co.uk/christmas-pr...
Do you see yourself as cautious, adventurous, or perhaps somewhere in the middle? This blog explores how your investment personality shapes your portfolio. www.ajbwealth.co.uk/your-investm...
Your investment personality: how it shapes your portfolio | AJB Wealth
Are you cautious, moderate, or adventurous when it comes to your investments? And how does your investment personality impact your portfolio?
www.ajbwealth.co.uk
December 18, 2025 at 11:43 AM
Do you see yourself as cautious, adventurous, or perhaps somewhere in the middle? This blog explores how your investment personality shapes your portfolio. www.ajbwealth.co.uk/your-investm...
It's widely believed that November's Budget will usher in major changes, and possibly result in larger tax bills. Our latest blog considers what changes may be in store. www.ajbwealth.co.uk/autumn-budge...
Autumn Budget 2025: what you need to know now | AJB Wealth
The Autumn Budget 2025 is likely to increase taxes, especially for the more affluent. To what extent can you act now to protect assets?
www.ajbwealth.co.uk
September 15, 2025 at 9:52 AM
It's widely believed that November's Budget will usher in major changes, and possibly result in larger tax bills. Our latest blog considers what changes may be in store. www.ajbwealth.co.uk/autumn-budge...
The Government's intention to tax pension savings, will be a significant blow for many people and will have possible IHT consequences. In this blog, we look at how those affected should consider planning, in order to preserve their tax breaks. www.ajbwealth.co.uk/inheritance-...
How to protect this one important tax break | AJB Wealth
Inheritance Tax on pension savings will have a huge impact, especially for those with assets, including pensions, of £2 million plus...
www.ajbwealth.co.uk
May 14, 2025 at 11:31 AM
The Government's intention to tax pension savings, will be a significant blow for many people and will have possible IHT consequences. In this blog, we look at how those affected should consider planning, in order to preserve their tax breaks. www.ajbwealth.co.uk/inheritance-...
With stockmarkets coming under pressure from the imposition of trade tariff, our latest blog looks at how you can invest successfully, even in challenging times. #Hampshire #Investment www.ajbwealth.co.uk/successful-i...
How to invest successfully in challenging times | AJB Wealth
How should you handle your investments in times of uncertainty when markets are turbulent? Here, we look at investing in volatile markets
www.ajbwealth.co.uk
April 28, 2025 at 9:32 AM
With stockmarkets coming under pressure from the imposition of trade tariff, our latest blog looks at how you can invest successfully, even in challenging times. #Hampshire #Investment www.ajbwealth.co.uk/successful-i...
Many of us are sometimes reluctant to discuss finances with our families. Here are six good reasons why you should. www.ajbwealth.co.uk/six-good-rea...
Six good reasons to discuss money with your adult children | AJB Wealth
There are many good reasons for talking about money, and your financial situation, with your adult children. Family unity is one of six.
www.ajbwealth.co.uk
March 28, 2025 at 12:31 PM
Many of us are sometimes reluctant to discuss finances with our families. Here are six good reasons why you should. www.ajbwealth.co.uk/six-good-rea...
Receiving a lump sum is great news, but can be worrying for some. In this blog, we consider the options available to you. www.ajbwealth.co.uk/what-should-...
What should you do with a financial windfall? | AJB Wealth
Whether you've received an inheritance, sold your business or won the lottery, how should you invest a financial windfall or lump sum?
www.ajbwealth.co.uk
March 28, 2025 at 12:30 PM
Receiving a lump sum is great news, but can be worrying for some. In this blog, we consider the options available to you. www.ajbwealth.co.uk/what-should-...
In our latest blog, we consider the role that strategic gifting can play in succession planning. #estateplanning #WealthManagement #Hampshire www.ajbwealth.co.uk/how-strategi...
How strategic gifting can reduce Inheritance Tax | AJB Wealth
How can you use gifting to reduce Inheritance Tax? Many are wondering what action to take in response to proposed Inheritance Tax changes...
www.ajbwealth.co.uk
February 10, 2025 at 3:57 PM
In our latest blog, we consider the role that strategic gifting can play in succession planning. #estateplanning #WealthManagement #Hampshire www.ajbwealth.co.uk/how-strategi...
Here's our thoughts on how you can keep your savings on track in 2025 #Savings #WealthManagement #Hampshire #Alresford www.ajbwealth.co.uk/keep-your-sa...
Keep your savings and investments on track in 2025 | AJB Wealth
As we head into 2025, a review of your savings and investments will help you navigate upcoming tax changes and achieve best returns.
www.ajbwealth.co.uk
January 24, 2025 at 7:03 PM
Here's our thoughts on how you can keep your savings on track in 2025 #Savings #WealthManagement #Hampshire #Alresford www.ajbwealth.co.uk/keep-your-sa...
As Christmas fast approaches, we bring you an eclectic collection of presents with a financial twist, which are geared towards those notoriously hard to buy for relatives, as well as younger family. www.ajbwealth.co.uk/christmas-pr... #XmasPresents #Hampshire #FinancialGifts
Christmas presents with a financial twist | AJB Wealth
As Christmas fast approaches, we bring you an eclectic collection of presents with a financial twist. Some are geared towards those relatives who are notoriously hard to buy for. Others will hit the s...
www.ajbwealth.co.uk
December 11, 2024 at 12:24 PM
As Christmas fast approaches, we bring you an eclectic collection of presents with a financial twist, which are geared towards those notoriously hard to buy for relatives, as well as younger family. www.ajbwealth.co.uk/christmas-pr... #XmasPresents #Hampshire #FinancialGifts
If you're wondering how to raise the topic of money with your children, then take a look at our blog, coveirng pocket money, how not to spoil them and investing for them. ajbwealth.co.uk/why-we-need-... #money #PersonalFinance #Hampshire
Why we need to talk money with our children | AJB Wealth
Many of us avoid talking to our children about money. Here we explore how we can nurture good financial habits and other positive traits
ajbwealth.co.uk
November 27, 2024 at 11:32 AM
If you're wondering how to raise the topic of money with your children, then take a look at our blog, coveirng pocket money, how not to spoil them and investing for them. ajbwealth.co.uk/why-we-need-... #money #PersonalFinance #Hampshire
The Budget gave us plenty to think about. This blog focuses on how the Budget might affect you and your investments. ajbwealth.co.uk/how-will-the... #AutumnBudget2024 #EstatePlanning #Hampshire #Alresford
How will the Autumn Budget 2024 affect you? | AJB Wealth
The Autumn Budget 2024 ushers in significant change, particularly in investments and inheritance tax. We explore how you may be affected.
ajbwealth.co.uk
November 27, 2024 at 11:31 AM
The Budget gave us plenty to think about. This blog focuses on how the Budget might affect you and your investments. ajbwealth.co.uk/how-will-the... #AutumnBudget2024 #EstatePlanning #Hampshire #Alresford
Whether you love him or loathe him, Donald Trump will soon be back in the White House. So, what does this mean for your investments? Our latest blog mulls this over: www.ajbwealth.co.uk/what-will-tr... #investments #Hampshire #FinancialPlanning
What will Trump mean for your investments? | AJB Wealth
To what extent are UK investors affected by Trump's win? We explore what it might mean for your investments
www.ajbwealth.co.uk
November 27, 2024 at 11:28 AM
Whether you love him or loathe him, Donald Trump will soon be back in the White House. So, what does this mean for your investments? Our latest blog mulls this over: www.ajbwealth.co.uk/what-will-tr... #investments #Hampshire #FinancialPlanning