We recently had the satisfaction of being able to help a client with an unusual request…
It’s always nice to be able to help
Sarasin’s Alternative Strategies
We recently sent out a formal letter to our clients, making them aware of a strategy Sarasin are pursuing. Their approach...
Why you shouldn’t worry about the investment markets
Our approach to financial planning has evolved over the years. Today, we encourage our clients to work out what they like doing,...
Myth busting: Holding investments with different companies will diversify your portfolio
We haven’t done one of these for a while but the idea that you can diversify your portfolio holdings by spreading...
Getting to grips with gifts in inheritance tax planning
Inheritance tax (IHT) planning is part of the regular discussions we have with almost all our clients. Essentially, we work together...
Myth busting: Socially responsible investing produces worse returns
There’s a common assumption that social responsibility comes at a higher price. Not just in the products we choose to consume,...