Blog

We like to think that we know what we are talking about, so it is reassuring when others feel the same and ask for comment on topical issues.

People can often overlook the point that an ISA should not be considered as a ‘product’, rather as an ‘allowance’.

The nice man in the bank will do his utmost to sell you an ISA…. but caution is needed to ensure that you dont end up investing in the wrong underlying assets…..

Hindsight is not always a wonderful thing for investors; it means they can see all the missed investment opportunities that could have achieved a spectacular return for them during the previous year. Even in depressed global markets, there are usually a few bright spots because a particular country, sector or company has bucked the trend. Predicting where the bright spots will be is not so easy and the FSA frequently asserts that ‘past investment performance provides no guide to future performance’. Last year’s winners could be next year’s losers.

Ed was back in the press last week, this time talking with the METRO about the ethical fund industry. We took this story to the newspaper a few weeks ago and suggested they might be interested to hear about the top ten holdings of many ethical funds.

Ed was asked to comment about investing in film through EIS for a piece written by Miss Latham.

It was a shame the main photo used was not actually one of Ed, but they found a suitable stand in for the shoot!

Click HERE to read the article

The OECD believe that the long awaited ‘double dip’ will eventually show up next year, fuelled in no small part by the troubles in Europe and the rolling cuts by Mr Osborne and friends….

Handing wealth down from generation to generation is something that more families need to consider. A brief look at two tax-efficient ways of getting resources to the next generation at crucial lifestages.

If we hold shares for five years or more, there will be many good days and many bad days but we all hope and tend to expect that the long-term trend will be upward.

Gold recently topped $1500 per ounce for the first time. Inflationary threats and uncertainty in global financial markets have increased demand for this precious metal in recent years.

Unlike chocolate eggs and the Easter Bunny, the benefits of saving or investing within an ISA can – and should – be enjoyed all year round.