Today’s post is the second visit to an event I attended a few weeks ago, on the topic of moving to Portugal. This time we’re talking about Non Habitual Residence in Portugal (NHR) – is it a useful tax break?
Today’s post is a look at whether I should accept a surprise Enhanced Transfer Value (ETV) for one of our DB pensions.
We begin today’s Weekly Roundup in the FT, with Merryn Somerset Webb. This week she was looking at whether life insurance can be used to reduce your IHT bill.
Today’s post is a profile of Guru investor Vernon, who appears in Guy Thomas’s book Free Capital. His chapter is called Buying The Glitch.
Today’s post is our second visit to Andrew Craig’s book Own The World. We’re going to look at “two amazing facts about finance” and “two crucial investment themes for today”.
We begin today’s Weekly Roundup in the FT, with the Chart That Tells A Story. This week it was about the widening gap between growth and value stocks.
Today’s post is about a report called Welfare Generations from the Resolution Foundation. It looks at the future of the Welfare State in the face of changing demographics.
Today’s post is an attempt to draw together all of the portfolios that we’ve looked at over the past three years into a consolidated set of investments.
We begin today’s Weekly Roundup in the FT, with Merryn Somerset Webb. This week she was looking at the struggles of fund managers to be average.
UK budget breakdown – income and spending
Irregular Roundup, 12th February 2026
Annual Portfolio Review 2019
Annual Portfolio Review 2020
Van Tharp 7 – Stops and Exits
Portfolio Review – Ten Years Gone
Becoming a Lloyd’s Name
Leverage Recap
Mark Minervini 1 – Specific Entry Point Analysis (SEPA®)
Stan Weinstein’s Stage System 1 – Charts and Buying
