Type of Content: Articles

If you’re considering working with a wealth manager, congratulations! You’ve taken the first crucial step...

How to Invest a Lump Sum in the UK Smart Investment Choices

Receiving a large sum of money comes with a raft of opportunities and one big...

Reduce your IHT bill by gifting directly into family pensions

Inheritance Tax (IHT) liability has always been front of mind for those passing on wealth,...

This week’s look at geopolitics has, once again, a very domestic feel to it....
James Baxter Market Update
Tideway’s latest market update: £500m milestone, fund performance, and insights on active management vs passive...
Offshore Bond Drawdown Options How to Take Tax-Efficient Income

Offshore investment bonds can be powerful tools for building and accessing wealth in a tax-efficient...

Is residential property still a good investment?
The age of the amateur buy-to-let landlord is probably behind us....
This week’s look at geopolitics has, once again, a very domestic feel to it....
This week’s look at geopolitics has, once again, a very domestic feel to it....
Why it Might Be Dangerous to Take Financial Advice from Chat GPT

With the benefit of a 40-year career in financial advice under my belt, a thought...