News and Views

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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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 known as Inheritance Tax (IHT). The unique...

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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 £85,000 with effect from April 2019....

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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 protection of £50,000 per person....

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