Interim Report from State Pension Age Review
We look at the interim report from the State Pension Age Review, which was published last week.
Category: Decumulation
Pension Deficits 4 – The Story In Pictures
Today’s post is the fourth in what was planned to be a three-part series about Pension Deficits.
Pension Deficits 3 – Milking and Dumping
This is the third article in our current series on company pension deficits. Today we’re going to look at the tricks used by companies to exploit surpluses and shed deficits.
Company Pension Deficits – Part 2
Welcome to the second part in our series on company pension deficits. Today we’re going to look at things from the investor’s perspective. We’ll look at asset mixes and benchmarks, but let’s start with dividends.
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.
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?
