Don’t let the tax tail wag the investment dog 22nd July 2024 We can debate the real meaning of the expression Don’t let the tax tail wag the investment dog, but... Read more
What impact do elections have on the stockmarket? 25th June 2024 It’s natural as an investor to look for a connection between who resides in 10 Downing Street and which... Read more
Will the odds predict the winner? 18th June 2024 Don’t bet on England winning the Euros! “It is difficult to make predictions, especially about the future.” Yogi Berra... Read more
New Pension Allowances Impact 29th May 2024 Should pension funding be impacted by the new allowances or even by the upcoming general election? What are the... Read more
Should gold be included in your investment portfolio? 29th April 2024 Gold rockets to record high Gold, is it really the safe haven that will protect you from inflation, anarchy... Read more
BlackBerry, Betting and Basketball 26th March 2024 Pearls of Wisdom Here’s a selection of timely pearls of wisdom from our investment partners at Dimensional Fund Advisers.... Read more
Family Investment Company – Pros and Cons 21st March 2024 A recent freedom of information request to HMRC revealed that in 2020-2021 (the latest year for which data is... Read more
Peace of mind in uncertain times 20th February 2024 Following on from our blog about Loan Trusts for Inheritance Tax Planning and how this could offer a starting... Read more
Loan Trusts for Inheritance Tax Planning 5th February 2024 Using a Loan Trust for Inheritance Tax planning Taking your first steps with Inheritance Tax planning can be a... Read more
Investment market predictions for 2024 3rd January 2024 “Read last year’s market predictions and you’ll never again take this year’s predictions seriously.” – Morgan Housel Happy New... Read more