Thomas Keogh February 2026
January began with heightened volatility across global markets, as investors navigated geopolitical shocks, including Venezuela’s sudden political upheaval and rising tensions between the US and Europe over Greenland, yet equities ultimately outperformed, supported by resilient economic...
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Best Ideas Portfolio Dividend Growth Portfolio
Ross D’Addio February 2026 Accountingweb
Ross D’Addio explores the role of offshore bonds as a tax-efficient investment wrapper, highlighting how they can provide flexibility for UK clients in managing tax liabilities, retirement planning, and estate strategies. Rather than being an investment themselves, offshore bonds act as a vehicle to hold assets such as funds or discretionary portfolios, with the key advantage of deferring tax until withdrawals or encashment.
Ross D’Addio outlines scenarios where offshore bonds may be suitable, such as for higher-rate taxpayers, those maximizing ISA and pension allowances, or families considering wealth transfer and cautions that they may be less appropriate for clients needing short-term access or with unused tax-efficient allowances. His article underscores the importance of professional guidance when considering offshore bonds as part of a diversified financial plan.
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Billy Pain February 2026 Business Report
Following a recent feature in AccountingWeb, Billy Pain’s latest piece exploring how the three-bucket framework can help secure a clear and effective succession journey has also been published by Business Report.
The article highlights the importance of structured financial planning when balancing income needs, capital preservation and long-term legacy objectives.
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Billy Pain February 2026 Accountingweb
Succession planning is rarely just a technical exercise. For many business owners, it is deeply personal and often overwhelming. One way to bring structure and clarity to this complexity is the Three-Bucket Framework, drawing on principles popularised in The Aspirational Investor by Ashvin B. Chhabra.
The framework encourages business owners to think about their wealth across three distinct buckets:
1. The Bulletproof Bucket
2. The Compound & Grow Bucket
3. The Aspirational Bucket
When these buckets are intentionally balanced, business owners can protect what matters most, grow capital sustainably, and still pursue future ambitions with confidence.
Billy Pain explores how this framework can support better succession planning conversations in our latest AccountingWEB article.
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Thomas Keogh January 2026
December failed to deliver on the “Santa Claus Rally” many investors anticipated, but global markets still ended the year on a positive note supported by easing inflationary pressures, solid corporate earnings, and expectations that major central banks will continue lowering interest rates in...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth Portfolio
Deon Gouws January 2026 News24
Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 26:37).
Deon Gouws January 2026 Financial Mail
How tumultuous were financial markets actually over the course of 2025?
In his first Financial Mail column for this year, Credo’s Chief Investment Officer, Deon Gouws, reflects on this question, from the perspective of his 30 years of experience within the investment management industry.
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Billy Pain January 2026 Accountingweb
Jake Smith examines how strategic partnerships support practice growth. Stephen Kenny from PKF Littlejohn explains how the firm is increasing revenues and improving client satisfaction through an innovative wealth management partnership.
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