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Investing money

  I invested money for a client just 10 days ago, and this morning I received a frantic email that one fund had lost a lot of money – it was almost like a cry for help, so this showed that I had failed in my first task. When you invest money, it needs to be for...

The MAP monitoring system

When MAP invests money for any client, it is not just a case of putting the money into a spread of funds and walking away – in fact it is the opposite of this. When we invest a clients money, first of all it is into funds that are found to be performing consistently...

How many funds I use for investing

Home » Insights » Page 9 When you invest any money, then you need to take into account:- What other areas you are going to invest in How much you are going to invest in other areas and how does this balance with the total approach When you invest in any fund, you...

What is a fund?

A Managed Fund is run by an investment manager and usually concentrates on something specific – whether it is UK equities, global equities, a technology fund etc. All the investments that they make will be along the same theme. The investment fund will in many cases...

2021 Budget Review

After a year of Covid-19 restrictions, the 2021 Budget had a lot of ground to cover. There has been considerable speculation over how the extra expense of the furlough scheme, funding the NHS and supporting those out of work would be paid for. It was also questionable...

New Tax Year Planning Pt. 2

In our second post about tax planning ahead of the new tax year, we look at income sharing, pension contributions, ISAs and Capital Gains. Income Sharing Always try and share income (if possible) between spouses, and so perhaps keep one or both of you out of 40% tax....