Safe AIM stocks 2 – bottom up AIM IHT planning
Today we’re going to approach the topic of AIM IHT planning from the bottom up, by looking at asset manager literature and newspaper articles.
Author: Mike Rawson
Weekly Roundup, 24th May 2016
We begin today’s Weekly Roundup in the FT, with Merryn Somerset-Webb, who was looking at pensions.
Income Strategies – Measuring Retirement Success
Today’s post is about income strategies in retirement. How do you measure the best outcome? What is Retirement Success?
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
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 – 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
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?
Past Performance: Hope over Experience – Mark Finn
We look at Mark Finn from Just One Thing as part of our ‘Guru’ series – successful investor profiles with takeaways for the UK private investor.
Weekly Roundup, 9th May 2016
We start today’s Weekly Roundup in the FT, with the Chart That Tells A Story, which this week was about long-term mortgages.
Dual Momentum – Low-Volatility Outperformance
Today we’re going to look at Dual Momentum, an active trading strategy from Gary Antonacci.
