Category: Costs & Taxes

Workplace ISA

The Workplace ISA – Too Much Choice?

Today’s post is about the Workplace ISA, which CPS research fellow Michael Johnson has proposed as a stablemate to the recently announced Lifetime ISA.

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?

Dealing costs

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

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.