SBS organised this event for members and invited AC Wealth to give a presentation and answer questions. The presentation included lots of clear explanations and... SBS organised this event for members and invited AC Wealth to give a presentation and answer questions. The presentation included lots of clear explanations and I left with a much better understanding of inheritance tax. Many people think inheritance tax planning is only necessary for very rich people which is clearly not the case. Events like this would be well worth attending for anyone who has saved or is saving money. Read more Read less

I attended a meeting yesterday about inheritance tax and pensions. It was run by SBS and their partners AC wealth. It was very informative and... I attended a meeting yesterday about inheritance tax and pensions. It was run by SBS and their partners AC wealth. It was very informative and they were able to answer all questions. A good atmosphere was created which enabled us to ask questions. The information given was clear and concise and we were given a copy of the slides from the presentation. Read more Read less

I attended the SBS Aberdeen office today to listen to a presentation on Inheritance Tax Planning in relation to the inclusion of unused Pension Funds... I attended the SBS Aberdeen office today to listen to a presentation on Inheritance Tax Planning in relation to the inclusion of unused Pension Funds from the 6th of April 2027. The presentation was given by Alaina Howie of A&C Wealth and was both interesting & informative. The presentation was well received by all the SBS members & staff who attended. Read more Read less

Answered my questions clear and accurately

Attended the event today at Aberdeen. This is what sets Scottish apart from everyone else. Warm environment to come and learn about things that matter. Thank you

Katie confirmed that I need to wait for a one-time password to arrive in the mail.

Met with staff member Lorraine Thomson who was very friendly and informative and took time to answer our questions with patience and kindness. We left... Met with staff member Lorraine Thomson who was very friendly and informative and took time to answer our questions with patience and kindness. We left the appointment feeling satisfied that we had been listened to Read more Read less

SBS are quite the best building society for customer service. Always helpful, flexible and efficient. Staff Like Abbie McKinlay are always ready to help and... SBS are quite the best building society for customer service. Always helpful, flexible and efficient. Staff Like Abbie McKinlay are always ready to help and respond to questions and invariably set the Gold Standard! Read more Read less

Kaia was extremely helpful today. Very glad I popped into the branch.