Insights and Resources

The Grenfell Tower fire has united us all in grief and sympathy for those affected by this terrible tragedy. After the initial shock of the…

Last month I was delighted to be invited by GB Investments to take part in a round table on Enterprise Investment Schemes (EIS). It was…

My colleague Sam wrote a piece last week about the impact of Nick Murray’s landmark book – ‘The Excellent Investment Advisor’. It’s undeniable that this…

Game-changer is an over-used phrase these days but when Nick Murray published his seminal text ‘The Excellent Investment Advisor’ in 1996, it was exactly that. It…

The passive vs active debate has divided the investment industry for decades with academics arguing for empirical evidence and high profile fund managers defending the…

There are a number of checks to ensure you minimise CGT coming up to the tax year end:

If you paid £4,000 into a Junior ISA each year from your child’s birth, they would have a fund of £123,000 at the age of…

By investing, say £50,000, into a Venture Capital Trust (VCT) before 6 April, you could reduce your 2014/15 tax bill by £15,000 and gain a…

Two things are on my mind.

Protection planning is arguably the most important aspect of financial planning. If you have a family who relies upon your income or if you have…

You may think that awards are the domain of the wealth management giants – famous names like Smith & Williamson, Coutts, Barclays, etc. But, thanks…

Six years have passed since the collapse of Northern Rock and five years from the failure of Lehman Brothers. The near meltdown on the financial…