Tucana Insights

Risky business

One of the fundamental things that financial planners talk about is a client’s attitude to investment risk. The starting point is usually a questionnaire. It includes questions about a person's attitude to financial risk, as well as their mental attitude...

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Here’s your quarterly update. Yawn, yawn?

Clients pay us to take away their worry, so we don’t want to send out dull ten-a-penny missives. We try not to be boring. We therefore present you with the latest market information from Dimensional, written in our usual lighthearted and reassuring style....

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The one-million dollar bet

This article was drafted on the day of the Grand National – and perhaps you're one of the people who fancies a little flutter on the races. We have absolutely no problem with that, and hope you were lucky. But we've talked before about the risk...

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Now is not the time to wobble

The path ahead may seem uncertain... but now is not the time to wobble. Stock markets reached record highs in 2017. But, as you may have noticed, they have been in decline since January. This graph shows the FTSE 100 so far in 2018. It's not...

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NRB Trusts: Yes or no?

Most married couples and civil partners choose to leave their personal estate to their surviving spouse in their will. Some include a Nil Rate Band (NRB) trust, sometimes called a ‘discretionary trust’, ‘flexible trust’ or ‘legacy fund’. Why?...

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