Author: Duncan Orr

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...

The first Labour budget for 14 years, what does it mean for you? “Restoring stability to public finances and...

Speculation surrounding the contents of Labour’s first Budget on October 30th continues to increase and we are currently answering...

Who should you choose or use as a Trustee? And, What does a Trustee do? In our blogs about...