Author: Duncan Orr

Legendary Nobel Prize winning economist Harry Markowitz called diversification “the only free lunch in finance”, in other words, by...

Jack Bogle 1929 – 2019 22nd January 2019

The investment industry lost one of its true pioneers and legends last week, John “Jack” Bogle. The impact he...

Ensuring you are making the most of all of your tax allowances within a fiendishly complex overall tax system...

2019, a New Year and what are you now resolving to do that you didn’t manage in 2018? Judging...

Investment markets update In the world of investment markets there’s so much ‘noise’ swirling around at the moment causing FUD...

Found in a church in France. “When you enter this church it may be possible you’ll hear God’s call....

If you have an Estate that is liable to Inheritance Tax (IHT) and there is insufficient cash or liquidity...

By Robin Stevenson, Head of Private Clients at Swindells Accountancy practice. Predictions were for a quiet budget from a...

Residence Nil Rate Band 8th October 2018

The Residence Nil Rate Band (RNRB) was introduced in April 2017 following a 2015 election pledge by the Conservatives...

Volunteering after retirement There is a wealth of evidence that confirms the many benefits of volunteering once people have...