Keeping you up to date with what matters.
Yesterday, the Drumnor Progressive portfolio was placed second out of 342 growth portfolios for performance to the end of December. This is based on three-year performance data from Defaqto. Again, congratulations to the Drumnor team for achieving these results and recognition. To read the FTAdviser article which was originally published on the 11th February 2026,…
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Considering the later years of your life is an essential part of financial planning, especially when it involves how your assets will be distributed after you pass away. Many people think about gifting their dependents or family members an early inheritance. However, this requires careful planning and a solid understanding of inheritance tax rules to…
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The Drumnor Model Portfolios (MPS) came out top in terms of performance in 2025 for three categories and were highly placed in the other sectors in a report published by Trustnet. Trustnet are a leading financial research website, and these results take into account around 1,500 different models. To read the Trustnet article which was…
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In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement savings. New research highlights a concerning gap in financial awareness, with many individuals potentially missing out on a significant part of their future income because pension pots from previous jobs have been forgotten. The…
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An Individual Savings Account (ISA) is highly effective for anyone looking to save or invest money in a tax-efficient way. An ISA functions as a wrapper that shields your savings and investments from tax. Any interest, capital gains or dividends earned within an ISA are completely tax-free, enabling your money to grow more efficiently than…
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Our very own Chartered Financial Planner, Adam Rutter, appeared in the Financial Planning Today Magazine. To read the full article, click here (pages 16-17)
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The timing of this year’s Scottish Budget announcement was later than usual because of the UK Chancellor’s decision to delay her Autumn Budget until 26 November 2025. The Scottish Government was critical of Rachel Reeves’ procrastination, with Finance Secretary Shona Robison saying that Westminster had left Scotland “as an afterthought”. The Scottish Budget
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You could be forgiven for thinking that the run up to Rachel Reeves’ second Budget got underway in early summer. It was in June that the government climbed down on the winter fuel payment, while July saw cuts to disability benefits abandoned. Together those U-turns created a fiscal hole of around £6 billion by 2029/30….
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As someone who proudly represents Thorntons Wealth and also founded Trilogy CC, I’m delighted to share that Thorntons Wealth will be one of our official sponsors for the 2025/26 season. This partnership marks an exciting step forward, not just for me personally, but for the growing community of riders who make Trilogy CC such a…
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Last week Emily Loudon chaired the Careers in Finance Panel at University of Edinburgh Business School, held in partnership with The Chartered Institute for Securities & Investment (The CISI). The event brought together professionals from a range of roles across the finance sector to share experiences and practical advice. The key messages that came out…
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