IC Insights

Investment Review Quarter 1 2018

Market Review The first two weeks of 2018 saw a continuation of steady growth within investment markets. Although many of these markets were trading near to or at all-time highs, economic data still appeared relatively supportive of further growth. However, history has taught us to be…

The Investment Committee

6th April, 2018

Blog, Hot Topics

Wants vs. Needs

Human psychology has always fascinated me. It’s one of the main reasons I find myself in a client-facing role. I really enjoy the variety of interaction with clients and colleagues. I consider it both an honour and a privilege to be partly responsible for one of the most…


28th July, 2017

DB News

To gift or not to gift…

And what is the order? Gifting is a great way of passing wealth down to future generations, as well as potentially reducing inheritance tax. Our experience also points to greater satisfaction when gifts are made during your lifetime as you can see the joy that your gift brings to your…

Technical Solutions

3rd June, 2016

Hot Topics

NS&I Index-linked Savings Certificate – Renew or Cash in?

Does anyone have a NS&I Index-linked Savings Certificate that is due to mature soon? It’s been a topic of conversation in a number of our client meetings recently, so we thought that it would be pertinent to help…

Technical Solutions

5th May, 2016