All Time High
When is the best time to invest? Is it worth trying to time the market? What would you have done if you had capital to invest 20 years ago?
Category: Technical Articles
2024 Spring Budget
It feels like only yesterday that we had our last Spring Budget, and here we go with another one. Likely the last Budget before the general election, so this is the one with the highest chance of seeing gifts to …
Ethical Inheritance Tax Planning
Many of my clients hate inheritance tax, but accept that it is a necessity for society. Inheritance tax is currently the only wealth tax we have in the UK, so it is the only shield – however flawed – we …
Why Fixed Fees?
Part of my uniqueness is in the fact that I believe in fixed fees. This isn’t just a gimmick for initial fees with a percentage fee being sneaked in for ongoing fees – I genuinely believe that all financial advice …
The Hunt for Income
Recently I have been designing the firm’s Central Investment Proposition, and I ran into a perennial question. Where do we go for income these days? This is a question with many layers, and maybe it is worth starting with something …
Pensions and Spring Budget 2023
There was a Spring Budget today. Presumably this wasn’t news to anyone, but as far as pensions go, this one was fairly impactful, unlike many recent Budgets and Fiscal Statements where there was plenty of speculation but not much actual …
