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Info Graphic: World Stock Market Performance and the Media


This info graphic takes a look at how, despite the doom, gloom and media speculation, economics, politics and hyperbole tend to have little effect on the way investment markets see the world. The moral?  Ignore the media “noise” and stay disciplined in your investment strategy. Click the image to enlarge

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Buying a Piig in a Poke?


During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs.  They were Portugal, Italy, Ireland, Greece and Spain. It all seems such a long time ago now, but back in 2008 and 2009 we were wondering whether the […]

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The Closet Monster


What is potentially worse than putting your money into a high charging actively managed fund (where the managers make investment forecasts and timing decisions with the goal of outperforming a benchmark)?  Putting your money into an actively managed fund that charges high fees and that to a large extent holds the same shares as the […]

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Take your eye off the ball


Sometimes we focus so hard on something we think is important, we become oblivious to significant events right under our noses. This is the idea behind The Invisible Gorilla, a book based on a series of experiments by Christopher Chabris and Daniel Simons. The centrepiece of their work is a short film in which two […]

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Yet more pension changes!


Next April the amount of pension scheme savings you are allowed to amass (excluding State entitlements) before they become subject to penal tax rates of up to 55% is set to reduce yet again.  This limit is known as the Lifetime Allowance. Initially this limit was set at £1.8m and has reduced to its present […]

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Investment Management – Stop Monkeying Around!


In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case? […]

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Review existing pensions


As we move through our working life, almost inevitably we can build up a collection of pensions from previous employers and self-employment, amounting to significant six figure sums, but do you need to take any specific action with these pensions? Too often, we see advice centred around simplifying and consolidating all your disparate arrangements, which […]

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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

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Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

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