Monthly Archive: May 2016

Larry Benedict

Larry Benedict – Beyond Three Strikes

We look at Larry Benedict from Market Wizards as part of our ‘Guru’ series – successful investor profiles with takeaways for the UK private investor.

Budget

Budget – Elements 1

This post is part of the Investing Elements series about all the things you need to take control of your financial life. Today’s topic is your Budget.

Safe AIM Stocks

Safe AIM Stocks 1 – Top Down

Today’s post is about Safe AIM stocks that we can use as part of a portfolio that will be exempt from Inheritance Tax. Do such things exist?

Weekly Roundup, 17th May 2016

Weekly Roundup, 17th May 2016

We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about Stamp Duty. Stamp Duty The chart shows that the introduction...

Smart Beta

Smart Beta – Assets or Alpha?

Today’s post is a look at how Smart Beta – as applied by the asset management industry – is not exploiting the outperformance of factor investing to the benefit of investors.

Tax planning in your 80s

Tax Planning in Your 80s

Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?