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Planning your Finances

When someone thinks of planning, they may very well imagine that this involves a lot of technical stuff that is beyond them, but I would suggest that this is where an IFA comes in. An individual can then do the framework of what he or she wants, and the IFA would then...

Tax Planning – April 2021

Andrew Singleton shares some considerations on tax planning, Money Advice and Planning’s network of independent financial advisers are able to assist with your tax planning needs. SALARIES You may think that this is a strange one to put in for tax planning, but...

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 » Archives for 2021 » Page 6 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,...

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...