Author: Duncan Orr

Pearls of Wisdom Here’s a selection of timely pearls of wisdom from our investment partners at Dimensional Fund Advisers....

A recent freedom of information request to HMRC revealed that in 2020-2021 (the latest year for which data is...

Following on from our blog about Loan Trusts for Inheritance Tax Planning and how this could offer a starting...

Using a Loan Trust for Inheritance Tax planning Taking your first steps with Inheritance Tax planning can be a...

“Read last year’s market predictions and you’ll never again take this year’s predictions seriously.” – Morgan Housel Happy New...

Autumn (Statement) Reflections As always, no market forecasts or political commentary following Jeremy Hunt’s Autumn statement, but you may...

When we ask “are you a pension lifestyler”, we’re not meaning do you eat croissants in delightful Paris breakfast...

This insight brings you three important investor lessons and the huge benefit that can be enjoyed from the small...

The oracle that’s Standard Life is telling us that “78% of people in the UK want income certainty in...

Having the right structure in place for your finances can go a very long way to overcoming the inevitable...