David & Elaine – The Case of ‘Mr & Mrs Do It Yourself’

David and Elaine were retired and struggling to live off the income from their capital. After allowing for various pension incomes, they felt very dependent on the income from their savings and investments. If interest rates went up they spent more. If interest rates went down they spent less. Over the years they had accumulated various […]

You have received an inheritance, now what?

As a recipient of an inheritance, you are most likely experiencing a loss and some emotional turmoil. It is crucial then, that your first step after receiving an inheritance is… to do nothing.   Rather than rushing out and buying a house or a new car – or indeed, any financial decisions – it is […]