Author: Duncan Orr

“You will always hate something in your portfolio. Really, really hate it”. James Osbourne (Bason Asset Management) October 2014....

Sailing the tides 13th April 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and...

Updated guidance for Attorneys making gifts Attorneys using a Lasting Power of Attorney (LPA) or an Enduring Power of...

Navigating the care home system Funding and sourcing Long Term Care is becoming a major concern not just for those...

There’s no doubt hyperbolic headlines depicting the recent falls on the world’s financial markets are potentially anxiety-inducing. With the...

It is often said that Inheritance Tax is an avoidable tax, but many of us somehow fail to avoid...

Reading the tea leaves Investors at year-end are inclined to reflect on the 12 months gone and muse on...

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of...

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades...

In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of...