Category: Basics
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
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?
Inheritance tax – the Grim Reaper
Today we’re going to take a look at inheritance tax, something that most ordinary people didn’t have to worry about until recently.
Savings Rate – the four pot solution
Today’s post builds a spreadsheet to work out how much you need to save in order to be able to retire early, using the four pot solution.
Savings Rate – the not so simple maths
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Trading Costs / Dealing Costs
Today’s post is the second part of our attempt to simplify broker costs. We look at some real world numbers, draw a few graphs and assess the impact of dealing costs.
Broker Costs Simplified
Today we’re going to revisit broker costs, something that I have been planning to do for a long time, but have been dreading.
Ten years of SIPPs – the verdict
In today’s post, we look back on ten years of the "A-Day" pension reforms that opened up SIPPs to the masses.
What is Financial Independence and FIRE?
Today’s post is the first in a series called FIRE and Frugal, where we will be looking at the approaches people use to save towards Financial Independence.
