Financial Planning


Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Trusts in the modern world


Trusts can be powerful tools and are deeply rooted in centuries of English legal history. For almost 1,000 years, families have been using trusts to preserve and manage their wealth for the benefit of their heirs. Some of the main benefits a trust can provide include: Safety net – asset protection from life events such […]

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Key considerations with a Final Salary pension


Should you consider transferring out of a Final Salary pension?  The overwhelming majority of people who have a Final Salary pension (also known as a Defined Benefit or DB pension) are best advised to stick with it. A guaranteed retirement income from such DB pensions may go some way in providing peace of mind that the […]

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Top 10 New Year Headlines


What will 2017 hold? Our natural curiosity about the future makes a ready-made market for speculative media articles about events likely to drive financial markets in the coming year. But the assumption driving much of this seasonal coverage is that the mere turn in the calendar from one year to the next justifies overhauling your […]

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What is the ideal investment strategy?


“Is now a good time to be in stocks?” “Should currency risk be hedged?” Questions of this kind, often seen in the financial media, tend to confuse means with ends. The answer in every case is “it depends”. Different strokes for different folk Think about a group of friends, dining out at a restaurant, and […]

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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

Read more →


Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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