News/Blog

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...

How to be the world’s worst investor! (Common and costly mistakes to avoid)

Question: “How do you make a small fortune?” Answer: “Start with a large one!” The $2 million dollar question As you can see, the investment world is not particularly strong in the joke department. Unfortunately, this old joke is on us – the investor! It is perhaps alarming to realise that a huge amount of...

If the Shoe Doesn’t Fit…

At Donald Wealth Management we agree with David Booth* that honesty and integrity are important business values. If a course of action is not right for a client, we will not recommend it. When it comes to financial planning and investment consulting, people need transparency. So, if we don’t offer a solution that fits the client, we will...

These Foolish Things…

As investors, we have to contend not only with the erratic and unpredictable nature of markets but also the erratic and irrational way in which we think and behave.  A lack of knowledge, combined with a number of illusions and biases can lead to errors in making decisions that can turn out to be very...

So, It Is A Hung Parliament

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller. The UK has a hung Parliament, with no party holding an absolute majority. Such is the unpredictability of a parliamentary democracy. If you ask the people of the UK what they think, be prepared for...

In the News – June 2017

The latest stories in the news for June 2017, which may be of interest to our clients. Tax eats into BTL profits Changes to the tax rules on mortgage interest will hit individual BTL owners hard, says the Telegraph. This tax year landlords can only offset 75 per cent of their interest against their profits,...