Author: Duncan Orr

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)...

Market falls during the year do not always lead to poor annual returns For many UK investors over the...

How to see your way through volatile markets. Market volatility can feel unsettling, but it’s a natural and expected...

The Back of a Napkin Financial Plan: A Simple Way to Understand Your Finances We are strong advocates of...

Gifting to children or grandchildren to repay their student loan. Good idea or bad? There is increasing analysis and...