A Private OEIC – Your Own Family Investment Fund

A Private OEIC – Your Own Family Investment Fund

A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs.   It is an alternative tax efficient way of investing large sums of wealth for you and your family.   What...
Cash ISAs Are Still Worth It

Cash ISAs Are Still Worth It

Rock bottom interest rates have led to the returns from cash ISAs being pretty useless. Especially when compared to the returns from stocks and shares ISAs that are invested in global equities.   So should you be ignoring cash ISAs?  Well, there is a handy little...
Should We Be Ignoring The UK As An Investment?

Should We Be Ignoring The UK As An Investment?

Surging gas prices, a shortage of food and panic at the petrol stations. If you are following the news closely at the moment you are probably feeling the UK is a gloomy place to be living right now.   But what about when it comes to investing, should we be ignoring...
Small Caps Or Large Caps

Small Caps Or Large Caps

Research has shown that when it comes to investing over the long term, smaller companies (known as small caps) have higher expected returns than larger companies (known as large caps).   So, should you be piling into small caps?   Well, it’s important you understand...
Under The Bonnet Of The RTS Investment Strategy

Under The Bonnet Of The RTS Investment Strategy

In this article we have a look under the bonnet of our flagship RTS Investment Strategy.    The RTS Investment Strategy is the core part of most of our client’s portfolios and is a strategy guided by a hundred years of empirical data, decades of academic research by...
How To Invest When Inflation Rises

How To Invest When Inflation Rises

As the global economy begins to recover from the impact of Covid-19 it’s inflation rises that are starting to worry investors.   Whilst steady moderate inflation is associated with economic growth, rapidly rising inflation could mean the economy overheats.  This could...