Everyone will face spending shocks in retirement – and our model portfolio has just hit its first bout of unexpected turbulence
2024
What caught my eye this week. Recent weeks have seen us debate whether you should sell ahead of – what’s still only rumoured – capital gains tax rises. But as St. Charlie liked to remind us: invert, always invert! To wit: tax-motivated sellers might create opportunities for bargain-hunting buyers. Of course every tax-fearing seller must [...]
Pay off the mortgage or invest? There’s no simple answer, which is my excuse for writing, and writing, and writing…
Thoughts from the City on fixing the moribund UK economy, followed by all the week’s good reads…