News and Views

The Rule of 72

No blog on the subject of investments would be complete without mention of the Rule of 72. So what exactly is the Rule of 72? Albert Einstein is attributed with stating that “The most powerful force in the universe is compound interest.” Whilst it is disputed that...

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A smart way to save money on your energy bills

I was chatting to my son recently at a barbecue around my house when he told me about Look After My Bills. He told me that this service saves money on energy bills. I thought to myself, well why not simply use Uswitch to get cheaper energy? Uswitch is quick and easy...

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The benefits to you of pre-paid funeral plans

What is a pre-paid funeral plan? Well, as the name implies, such a plan is paid for in advance of dying. Between 2011 and 2017 funeral costs increased by an average of 5.45% each year. That’s more than the interest rates on even the best savings accounts. Using this...

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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 had grown to a fund size of...

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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, in recent years the fund performance...

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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 – however, this is driven by fewer people giving...

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