Tony Byrne's View

A great start for our new fund

A great start for our new fund   I am delighted to report that our sister company Minerva Money Management’s new fund The CCM Intelligent Wealth Fund has had an excellent first 3 months. It rose in value by 7.3% net of charges over the 3 months ended 15 July 2018 and...

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Ethical and environmental investments

Ethical and environmental investments   Ethical and environmental investments have become increasingly popular in recent years. Previously it was difficult to achieve good investment returns especially if the investor was strict about the screening of shares. However,...

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How to gift money to charity tax efficiently

How to gift money to charity tax efficiently The Charities Aid Foundation conducted a study of charitable giving earlier this year called UK Giving 2018. Amongst its key findings were the following; The total amount given to charity increased to £10.3 billion –...

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Government review of Inheritance Tax

Government review of Inheritance Tax   The Office of Tax Simplification (OTS), the wonderfully Yes Minister type name given to this so-called independent arm of the Treasury, recently announced it is going to have a consultation on the ultimate unpopular death tax...

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Improvements to investor protection

Improvements to investor protection   The Financial Conduct Authority, the FCA, has recently completed a consultation on investor protection. It’s excellent news for investors. The investor compensation limit is going to increase from £50,000 per fund manager group to...

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How safe are your investments?

How safe are your investments?   Did you know that collective investment schemes, primarily unit trusts and OEICS, have unprecedented levels of investor protection? Every collective funds management group has Financial Services Compensation Scheme, FSCS, compensation...

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