Current Thinking

The last time I wrote an update note, Trump’s tariff policy had just landed, and portfolios had fallen quite abruptly on the assumption he meant it – odd given his track record!

The lessons of history are endlessly valuable to investors. On the back of the new BBC drama ‘King & Conqueror’, financial planner Charlie Garner looks at the climactic events of 1066 and what ...

The new proposed inheritance tax (IHT) rules on pensions is the hottest topic in financial planning right now.

In CityWire New Model Adviser, Colmore Partners MD Richard Meek asks: should financial success be measured by the size of your assets — or the richness of you ...

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