Author: Duncan Orr

Are annuities worth another look? For a long time, annuities fell out of favour with many people approaching retirement....

Pre-nuptial agreements are becoming increasingly common as couples look for greater clarity over their finances before getting married or...

Could Your Pension Create Wider Estate Tax Consequences Approaching 80% After April 2027? For many years, defined contribution pensions...

Adapted for UK investors from Christine Benz’s Morningstar article, “Why I Object to ‘Hitting a Number’ for Retirement”, published...

Your place, or mine? Declarations of Trust, Wills & Cohabitation Agreements Buying a home together is exciting, but if...

Why a Trillion-Dollar Valuation Doesn’t Mean an Equally Large Portfolio Holding With companies like SpaceX, OpenAI and Anthropic expected...

Why Owning “the Market” Still Matters Attribution: This article is based on and adapted from Larry Swedroe’s WealthManagement.com article,...

Gifting, inheritance tax and life assurance, a simple guide for families Correct as at June 2026. The inheritance tax...

Investment lifestyling in UK defined contribution pensions: what you need to know Many UK pension savers are invested in...

The Times and the Sunday Times investigation into London Capital and Finance Where did the £237m go? (34 mins)...