Author: Duncan Orr

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...

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...