Tucana Insights

More of the same boring old rubbish

As you may know, we issue these regular articles because we asked our clients what it would take to score us 5/5. "Keep in touch with us more often than once a year," they said. "Inform us what's going on in the financial world," they said. "We...

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Red herring

It's time to clear up a misunderstanding. Some people think their next of kin can make legal decisions on their behalf – but the concept 'next of kin' is a red herring. Next of kin usually means your husband, wife, or nearest blood relative,...

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Selling your second property

If you own a mortgaged buy-to-let residential property, you are facing a "seismic change to your financial position" according to Henry Emson, business development manager at MMC Ventures. Former Bank of England economist, David Miles, referred...

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Power of Attorney: Horror stories

You might have noticed a series of horror stories in the media recently about Powers of Attorney (POA). Of course, all news outlets only focus on the bad stories, so please be aware that these are freak cases. How risky is a POA? The Ministry...

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Succession planning: Meet Ben Lloyd

Have you ever realised that, if your financial adviser is the same age as you, they are going to retire at the same time as you? We are keen to ensure that our clients receive a seamless and ongoing service, both now and in the future. That's why we are already...

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Active fund management is not the Holy Grail

We keep hammering on about this, but we'd thought it was time to give active fund managers another bashing. Why? Because Dimensional have recently carried out an interesting study of the mutual fund landscape in the US, and their findings are...

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Tucana Insights

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