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?
7 Circles - your heavenly path through investment hell
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. ContentsStamp DutySt IvesBrexit briefingBrexit bookiesBrexit rouletteFund chargesInflationLending clubSurge…
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.
Inheritance tax – the Grim Reaper
Today we’re going to take a look at inheritance tax, something that most ordinary people didn’t have to worry about until recently.
Weekly Roundup, 4th May 2016
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week the topic was the slowing UK economy.
Savings Rate – the four pot solution
Today’s post builds a spreadsheet to work out how much you need to save in order to be able to retire early, using the four pot solution.
