Investment Management

What We're Reading: The Simple Path To Wealth

What We're Reading: The Simple Path To Wealth

Our recently recommended book ‘The Simple Path to Wealth’ is a great educational tool for people of all ages and all investment experience, which provides guidance on attaining financial independence in the future.

Buy The World: This Is Why

Buy The World: This Is Why

Mark shows why we encourage broad diversification, and why this is the best route to facilitate your risk appetite.

Growing and Protecting Your Money (Part 3)

Growing and Protecting Your Money (Part 3)

Speculating v Investing: In the final part of this investment series, read why we tune out the noise of active investment and look to an evidence-based approach to provide our clients with peace of mind.

Your Money not the Taxman

Your Money not the Taxman

There’s a lot written about inheritance tax (IHT) planning and much of it is useful and reasonable. There are clever schemes that involve gifting money, investing in particular share classes that qualify for certain reliefs, complicated products from life companies, and a plethora of different trust arrangements available directly from Solicitors. However, although these schemes work, before you engage in them you should firstly consider more simple solutions, some of which I have set out below.