Author: Duncan Orr

We’re often asked why age 75 is such a pivotal age for pension holders (mostly personal pension/defined contribution) in...

How to overcome the obstacles holding you back from investing for the long term. We’ve learned a lot about...

Here’s why it shouldn’t matter which country will outperform Investment opportunities exist all around the globe, but the randomness...

The changes to the state pension system mean that the rights of widows and widowers, when it comes to...

One of the major challenges for all of us has been trying to make sense of the Covid data...

You will be familiar with the concept of inflation i.e. as overall prices increase, each pound buys fewer goods...

The challenges facing the Social Care sector frequently make headlines, with successive Governments yet to come up with a...

Pension Lifetime Allowance Planning We return again to the subject of the pension lifetime allowance (currently £1,073,100) and how...

You might have heard of Business Property Relief, also known as BPR or BR. Of all the ways to...

Whilst we focus a majority of our day to day efforts on helping individuals maximise their current and future...