Author: Duncan Orr

The amount of Income Tax deducted from a single pension lump sum withdrawal or the first payment of regular...

Déjà Vu All Over Again When selecting strategies for their portfolios, investors are often tempted to seek out...

“Things are not always as they seem; the first appearance deceives many.” – Phaedrus The sickening tale of another...

The squeeze and pressure on the NHS has had an inevitable impact on the eligibility and payment of continuing...

We’re often asked “how much can I spend each year from my pension fund or investments and not worry...

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...