21
Aug
Investment and currency movements
Over recent years we have witnessed the volatility of sterling against other currencies but when investing is this something we should be worried about?...
07
Aug
Record Store Day 2020
If you’ve been following my blog for a while you might remember that last year I wrote about Record Store Day 2019, but what's happening in 2020? ...
24
Jul
Stock picking
How often do we hear or read that a certain company, sector or particular type of firm will do well in the future?...
10
Jul
Commercial property
A common question that we’re currently asked by clients is what the prospects are for commercial property in the future in a post-Covid world? ...
26
Jun
I need income!
You might be faced with the problem that your investment portfolio doesn’t provide the income you need to fund your lifestyle. ...
12
Jun
Gold
Gold is one of those assets that is sometimes popular with investors and at other times not so much and some of this seems to be due to a sense of security that owning a ‘valuable’ physical asset brings....
29
May
My lockdown
Looking back at the last two months it’s interesting to see how life has changed and the various challenges it has thrown up, but also how in other ways things haven’t changed....
15
May
Gift Aid
When discussing charitable donations with clients, friends and family I often get asked how Gift Aid works and what if anything needs to be recorded in tax returns....
30
Apr
Wisdom of crowds
It’s important to be reminded of how markets work and this is perfectly illustrated by events at a livestock fair in Plymouth in 1906....
16
Apr
Beware of the compensation
Pension savers or retirees who were close to the lifetime allowance (LTA) at retirement or before could be pushed over due to certain pension compensation payments. ...