February 21st 2019 FFG Meeting

At this morning’s FFG meeting we were all impressed by the range and detail of David Bott’s talk on his “Random Walk through the Investment Minefield” (AKA “The 20 Year Learning Curve of an Investment Novice.” ) – and by Gerry Booth’s skill as Chairman.

The subsequent discussion ranged over many topics, including the use of qualifying AIM Portfolios as a vehicle to reduce the impact of Inheritance Tax. The following link to an article in the February edition of Money Observer shows the relative performance and charges of a number of companies offering AIM Portfolios: AIM Portfolio Performance & Charges

We hope that many of you can make the next meeting of the FFG on 21 March, when we will have the opportunity to hear the views of George Coster, Nic Clarke and John Devine of Charles Stanley on “How and where should one allocate assets at this time?” This talk has been arranged by Colin Dorling, who used to work for Charles Stanley and it promises to be an interesting session. (The post 29 March meeting with Andrew Withey could also be “interesting”!)