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Tax, costs and inflation
Making the right investment choice is an important part of Financial Planning. Regular readers of our blog will know that […]
Julia Docker
Apr 25, 20132 min read
Jockey Club Racecourse Bond
The Jockey Club, which owns famous racecourses including Cheltenham and Epsom Downs, has launched the first retail bond in British […]
Julia Docker
Apr 24, 20132 min read
Risk, reward, volatility & capacity for loss
When we speak to our clients about their investments, savings and retirement planning, we often talk about risk, reward and […]
Julia Docker
Apr 24, 20132 min read
Cash is king
One of the common statements we hear from our clients is that the cash they are holding in their bank […]
Julia Docker
Apr 23, 20132 min read
Market numbers: Friday 19th April 2013
The FTSE 100 index of leading UK company shares finished the week at 6,286.59, closing up 42.92 (+0.69%) on the […]
Julia Docker
Apr 19, 20131 min read
Beware of complex structured products
Structured products are complex savings plans that are set for a fixed term and frequently have a return linked to […]
Julia Docker
Apr 15, 20131 min read
Market numbers: Friday 12th April 2013
The FTSE 100 index of leading UK company shares finished the week at 6,384.39, closing down 31.75 (-0.49%) on the […]
Julia Docker
Apr 12, 20131 min read
Still ‘AAA’, but with a negative outlook
Ratings agency Standard & Poor’s has confirmed the UK economy has a ‘AAA’ sovereign rating, although with a ‘negative outlook’. […]
Julia Docker
Apr 5, 20131 min read
Market numbers: Friday 5th April 2013
The FTSE 100 index of leading UK company shares finished the week at 6,249.78, closing down 94.34 (-1.49%) on the […]
Julia Docker
Apr 5, 20131 min read
Can house prices rise 20% by 2018?
The outlook for the UK economy might be bleak, but new house price forecasts suggest it’s not all bad news. […]
Julia Docker
Apr 1, 20132 min read
Market numbers: Thursday 28th March 2013
The FTSE 100 index of leading UK company shares finished the week at 6,411.74, closing up 24.18 (+0.38%) on the […]
Julia Docker
Mar 29, 20131 min read
Beware of fund concentration risk
It’s always good to see the Financial Services Authority (FSA) highlighting a risk which investors (and their advisers) should have […]
Julia Docker
Mar 26, 20131 min read
Platform rebates will be taxed
When investors buy funds on investment platforms, part of the annual management charge they pay is often returned to them […]
Julia Docker
Mar 25, 20132 min read
Why investment advice is worth paying for
I met with a prospective client on Friday afternoon, an individual who is “top of his game” as far as […]
Julia Docker
Mar 25, 20132 min read
Market numbers: Friday 22nd March 2013
The FTSE 100 index of leading UK company shares finished the week at 6,392.76, closing up 4.21 (+0.07%) on the […]
Julia Docker
Mar 22, 20131 min read
I hate inheritance tax!
We generally find two views of Inheritance Tax. View one is “My children are going to inherit far more than […]
Julia Docker
Mar 20, 20132 min read
Death of retail share class skulduggery
News that Old Mutual are due to make their fund for Richard Buxton ‘clean’ in terms of charges raises some […]
Julia Docker
Mar 19, 20133 min read
Cyprus bank levy should worry foreign bank savers
Savers in Cyprus have rightly expressed outrage at an EU bailout which will see up to 10% of their savings […]
Julia Docker
Mar 16, 20131 min read
Market numbers: Friday 15th March 2013
The FTSE 100 index of leading UK company shares finished the week at 6,489.65, closing down 39.76 (-0.61%) on the […]
Julia Docker
Mar 15, 20131 min read
Buxton quits Schroders – hold or fold UK Alpha Plus?
Star fund manager Richard Buxton has unexpectedly quit Schroders, where he is head of UK equities and responsible for managing […]
Julia Docker
Mar 15, 20133 min read
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