Category: Basics

Broker costs

Broker Costs

This is a preliminary post comparing the basic data for a representative selection of UK brokers. I’ll use this data to draw up a short list of promising candidates to be…

Deal size

Deal Size

Now that we know what the pattern of contributions over time looks like for our 7C investors, we need to decide on a deal size in order to work out how…

Pension contributions

Contribution patterns

Now that we have calculated how much each of our example investors must contribute over their lifetimes, we need to decide when those contributions should be made – what are…



SIPPs vs ISAs: why you need both, and which one is most useful to the long-term DIY investor in the UK.

Planning ahead

Planning ahead

Humans seem to focus on their immediate surroundings and the very near future. We also have a tendency to believe that things will always be the same and to be…