We're pleased to share our latest insight: 'The unseen screening process'. While changes to portfolios may not always be frequent or visible, there is a great deal happening behind the scenes to ensure every investment is thoroughly screened and remains best in class. This note offers a look at the rigorous process and attention to detail that underpin our recommendations, and how this helps position your portfolios for long-term success.

We’re excited to share 'Tune Out the Noise', a documentary directed by Academy Award-winning filmmaker Errol Morris. Tune Out the Noise chronicles a group of academics whose groundbreaking research challenged the status quo, helped usher in a new era for investors, and reshaped the way the world views markets. The film features interviews with Nobel Prize-winning economists, financial professionals, and the brain trust behind Dimensional Fund Advisors.

23 July 2025 The introduction of IHT on pension death benefits from April 2027 has moved a step closer with the publication of draft legislation. There were widespread concerns that the original proposals were complex and would ultimately result in delays in winding-up estates. To address this HMRC have shifted the burden of reporting and paying the IHT on pension death benefits from the scheme administrators to the personal representatives.

Staying calm in turbulent markets - Periods of volatile markets can feel unsettling, especially when the news headlines are shouting loud.

Happy New Year! This note provides a look back at 2024 - a year where markets have been particularly kind - and looks ahead to 2025 and beyond, including some important reminders for investors.

In this short note, we cover this simple, but important, concept and illustrate how the Rule of 72 can be used to help consider the impacts of compounding (we rely on such simply rules of thumb because compounding is something we are not, as human beings, wired to process easily!).