Author: Duncan Orr

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

What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions...

We are regularly asked, “Is deferring the State Pension still a good deal?” As with many questions the answer...

In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock...

Review existing pensions 28th September 2017

As we move through our working life, almost inevitably we can build up a collection of pensions from previous...

The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free...

Lasting Power of Attorney 1st September 2017

What is a power of attorney? A power of attorney is a legal document that allows someone to make...

Gifting funds 15th August 2017

3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better...

Headline Blues 25th July 2017

It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of...

The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that...