Company Pension Deficits – The Problem
Today’s post is about company pension deficits, which have been in the news a lot over recent weeks, following the collapse of the Tata (British) Steel and BHS schemes along with their parent companies.
Category: Decumulation
6♠ – Don’t Blindly Use the 4% Rule
Don’t blindly use the 4% rule. Because times have changed and it won’t work any more.
Safe AIM Stocks 4 – AIM IHT Portfolio Construction
Today we’re going to choose our final 50 stocks to make up our AIM IHT Portfolio.
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 2 – bottom up AIM IHT planning
Today we’re going to approach the topic of AIM IHT planning from the bottom up, by looking at asset manager literature and newspaper articles.
Income Strategies – Measuring Retirement Success
Today’s post is about income strategies in retirement. How do you measure the best outcome? What is Retirement Success?
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.
Eat your bonds first – time diversification vs rebalancing
Today we’re going to look at a new paper which suggests that selling low return assets initially in retirement – eat your bonds first – might be the best approach.
Pension pots and how to survive them
We take a look at a new report from Cass Business School which reviews the best options for looking after your money in retirement.
Moving into Pension Drawdown – Happy Birthday to Me!
It’s my 55th birthday, so I take a look at the Pension Drawdown options offered by my existing providers – Fidelity, HL and AJ Bell YouInvest. Who is best?
