VCTs and EIS for 2017-18
Today’s post is about finding VCTs and EISs to invest in before the mad scramble at the end of the tax year.
Category: Core
Pension Drawdown – UFPLS (uncrystallised funds pension lump sum)
Today’s post is about Pension Drawdown. After sixteen months, I’m finally going to take some money out of my pension. And I’m going to use the UFPLS.
Annual Portfolio Review 2016
It’s that time of year again. Today we’ll be taking a look at how my overall portfolio performed last year. Stay tuned for the Annual Portfolio Review 2016.
EIS funds and portfolios – Fund Twenty8 and others
Today’s post is about EIS funds. We’re going to look at ways of investing in the Enterprise Investment Scheme that might offset some of the risks.
Cheap ETFs 2016
Today we’re going to look for the cheapest ETFs that are available on the cheapest platforms. That way we should be able to construct the cheapest possible passive portfolios.
Starting a HL Portfolio
Today’s post is about starting a HL portfolio – a portfolio with Hargreaves Lansdown, one of the most popular platforms in the UK.
Project X-Ray – What’s in the Box?
Today we’re going to start Project X-Ray – a look at my legacy investment accounts to see if any holdings fit within the 7 Circles portfolios.
Portfolio Review – Ten Years Gone
Today it’s the 10-year Portfolio Review. I’m going to look back over a decade of my personal portfolio’s results, to work out just how much value I’ve added.
Portfolio Review – Year End 2015 – Slow Ahead
It’s the first week of January once more, and time for my annual Portfolio Review. Let’s look at my performance over the past twelve months.
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?
ETF Portfolio — IC Top 50 ETFs part 2
We finish our look at the Investors Chronicle’s list of the Top 50 ETFs with funds from Asia, and those covering bonds, commodities and private equity.
