Category: Costs & Taxes

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.

Tax Avoidance

Tax Avoidance

Today’s post is about Tax avoidance. In the news Tax avoidance scandals have been in the news a lot recently, but that isn’t why I decided to write about the...

Income and taxes

Income and taxes

This is the third post in our series on basic personal finances, and looks and income and taxes. So far we’ve talked about life stages, and how to plan for the...

Disclosure of investment fund costs

Disclosure of investment fund costs

Today we are going to take a look at a position paper issued by the Investment Association this week on the disclosure of investment fund costs. Costs are crucial in...

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...

SIPP vs ISA

SIPPs vs ISAs

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