Category: Drawdown

AIM 100

Safe AIM Stocks 3 – AIM 100 2016

Last week we looked at AIM IHT planning from the bottom-up, using magazine articles and asset manager reports. Today we look at the AIM 100 for 2016.

Safe AIM Stocks

Safe AIM Stocks 1 – Top Down

Today’s post is about Safe AIM stocks that we can use as part of a portfolio that will be exempt from Inheritance Tax. Do such things exist?

Tax planning in your 80s

Tax Planning in Your 80s

Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?

Pension Freedoms

Pension Freedoms

We take a look at the new pension freedoms, and the implications for long-term private investors.

The Banker and the Fisherman

The Banker and the Fisherman

Today’s post is about the parable of the banker and the fisherman. The banker and the fisherman I’m sure many of you will have come across this story before. This is...

Annuities rate of return

Annuities again – rate of return

Regular readers will know already that I have a thing about annuities – I don’t like them. A brief history of pensions When I started work back in the 1980s...