Author: Duncan Orr

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...

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...