Insights

Writing on the questions clients ask most

Longer pieces, written in plain English, on the decisions that tend to matter most.

Retirement
Investments
Estate planning

A couple walking together on a country lane

Should you bring your old pensions together?

Consolidation is sold as tidying up. Sometimes it is exactly that. Sometimes it quietly destroys a benefit worth more than the pot itself.

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Two business owners reviewing figures together

Investments

19 August 202610 minute read

Staying invested when the news is bad

Markets fall roughly one year in four. What separates good outcomes from poor ones is rarely the portfolio. It is what the investor does during those years.

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Grandparents, parents and children together in a garden

Estate planning

30 July 202610 minute read

Inheritance tax and passing wealth on

Most estates pay nothing. The ones that do pay tend to pay because nobody looked at the numbers until it was too late to change them.

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