by Carole | Jun 17, 2026 | News, Newsletters
In last month’s newsletter, I commented on the structure of fixed interest securities. In this month’s edition, I am going to concentrate on the use of fixed interest and other investments to create income. Most investors, particularly those in retirement, want to...
by Carole | Jun 9, 2026 | News, Newsletters
If you are a follower of the ruminations of my cat, Ruby, you will have seen that I have recently ‘given up’ on my electric car. This was upsetting because I am a firm believer that we should be using alternative energy. However, I only want to drive a small car....
by Carole | Jun 1, 2026 | News
Recently, I have read several articles indicating that a recent change in legislation introduced by Rachel Reeves will result in the death of salary sacrifice as a means of making pension contributions. I do not believe this to be a reason for members of workplace...
by Carole | May 6, 2026 | News, Newsletters
From time to time I like to use the medium of our website to improve the knowledge of our clients and website readers. My topic for this month is ‘fixed interest’ investment. When constructing a portfolio for a new client, I will explain the spread of investments and...
by Carole | May 5, 2026 | News, Newsletters
If any of you are followers of the ‘Ruminations of Ruby the Cat’, you will realise that I have recently been exercised by the possibility of the UK, or indeed the world economies, suffering in the near future from stagnation. Before explaining the concept of...
by Carole | Apr 9, 2026 | News, Newsletters
Spring arrived on 20 March and now we are into a new tax year. This time of year is for new beginnings. The question I am often asked at this time of year is, ‘Shall I make my ISA contribution now or wait?’ To a large extent, the answer lies in the source of the money...
