News/Blog

Criminals Impersonate Bank Staff – How Not to Get Caught Out

There has been a new wave of criminals contacting banking customers by telephone and impersonating bank staff. The bogus caller often claims that someone has accessed your online bank account. Payments, they tell you, have been made from your account to a named individual, a car dealership or a building company, for example. The caller...

In The News – November 2017

The latest stories in the news for November 2017, which may be of interest to our clients. Don’t fall for the Pay in £ card trick Article of interest to: Investor /Saver, Property Owner, Business Owner, Estate Planner, Retiree, Employee, Parent When youre abroad, youll often be offered the option of paying in sterling or...

How Deep is Your Risk?

All investors know that they need to take risks in order to achieve returns higher than cash.   If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk.  The investment industry has done a poor job of explaining risk as it relates to...

In the News – October 2017

The latest stories in the news for October 2017, which may be of interest to our clients. Dangers of a price cap Article of interest to: Employee Theresa Mays promise to introduce a price cap on energy bills may not improve the situation of those on Standard Variable Tariffs, says the Independent. Prices in this...

Longevity Planning & the Implications for Wealth Management

In a previous article we introduced the idea of concierge care, a revolutionary new medical care system that gives people access to much more personalised and responsive health care. Included in the service, concierge care provides longevity planning, which in many cases aims to help you live to age 100 and beyond, while remaining in...

In the News – September 2017

The latest stories in the news for September 2017, which may be of interest to our clients. Better value with equity release Article of interest to: Property Owner Someone using an equity release loan today, and borrowing the average £70,000 against the value of a £310,000 property, would save £70,000 over 20 years compared with...

Better Health Care For You And Your Loved Ones

Concierge Medical Care – An Introduction “A healthy person has a thousand wishes, but a sick person has only one.” Indian Proverb Since Jamie Donald’s father passed away in February 2016, we have been reminded of the importance of looking after our health. After all, no amount of wealth will ever compensate for the worry...

In the News – August 2017

The latest stories in the news for August 2017, which may be of interest to our clients. Foreign landlords leave Britain There has been sharp fall in the proportion of Buy To Let property in the UK owned by foreign landlords, says the Mail. In 2010 they accounted for 12 per cent of all residential property...

Certainty in an Uncertain World

As every investor knows, it is not the nature of markets to be certain. And at Donald Wealth Management, we understand the importance of factoring uncertainty into the investment process. For this reason, we ensure that: Your portfolio is highly diversified through the thousands of equities and bonds that it holds and the countries that...

In the News – July 2017

The latest stories in the news for July 2017, which may be of interest to our clients. New rules to hit BTL New rules due to be introduced by the Bank of England at the end of September could make it harder for Buy-To-Let owners to obtain mortgages, says the Telegraph. The rules will require...