Author: Duncan Orr

How High Income Households can use Surplus Income for IHT Planning to Avoid the 7-Year Gifting Rule Inheritance tax...

Has your attention been caught by the very slick marketing of specific Trusts which appear to offer the hope...

The ‘Trump Effect’ and how he is implementing the Make America Great Again (MAGA) agenda. Markets and politicians around...

Bed and ISA or Bed and Pension means moving investments from a general account i.e. An existing taxable account...

Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs Investing, like a roller...

Harry Markowitz (Nobel prize laureate) is reported to have said that “diversification is the only free lunch in investing.”...

Do you trust the pilot? 10th February 2025

A pilot wouldn’t lift off without a flight plan. An adviser wouldn’t work with an investor without a financial...

A Gilt-edged opportunity 22nd January 2025

If you’re a higher rate or additional rate taxpayer in the UK, the enduring challenge is how do you...

In the aftermath of Donald Trump’s re-election, its perhaps natural that investors consider what impact he or any President...

Has the recent Budget changed your future lifestyle spending plans? Rachel Reeves’ first Budget may prove to be the...