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Deaccumulation

How to pick the best SWR for your ISA and pension to ensure a speedy FI day.

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Standard financial independence plans don’t take into account how to best use your ISAs and SIPPs to retire early. We right that wrong. Part three.

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Standard financial independence plans don’t take into account how to best use your ISAs and SIPPs to retire early. We right that wrong. Part two.

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Most financial independence plans don’t take into account how to best use your ISAs and SIPPs to retire early…

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Just when you thought it was safe to come back to Monevator, our trusty numbers nerd (in a good way!) is back to pick apart the lifetime allowance…

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There’s a hoard of old pension assets languishing with zombie life offices. What should you do with yours?

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The Greybeard has updated his table of income-orientated investment trusts.

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UK market history suggests you need gold and cash in your portfolio to protect against the worst.

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Do you love your partner? Enough to want them to be secure in retirement? Then you need to read this post about how long at least one of you is likely to live.

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Your lifespan affects the viability of your financial plan. We show you how to estimate your life expectancy using the best tools available.

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You can raise your sustainable withdrawal rate by improving your withdrawal plan.

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Craft your own sustainable withdrawal rate using the layer cake approach.

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Why the 4% rule doesn’t work

The 4% rule is the most misunderstood piece of received financial wisdom floating around on the internet. Without proper handling it can blow up your retirement. We make it safe.

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When it comes to computing and disclosing charges, things are rarely simple in the investment world…

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Here at Greybeard Towers, the economy has taken a turn for the worse. Like many other freelance writers and editors I know, I’ve seen a softening in the marketplace in which I sell my skills. These things happen. Ten years ago – exactly ten years ago, as banks imploded, and stock markets plunged – the same [...]

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Inheritance tax

What is inheritance tax, and how should it factor into your financial planning?

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