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The Accumulator

You know about tax on dividends, interest and capital gains, but are you paying your dues on excess reportable income?

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Insights into retirement spending realities from those at the sharp end.

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Decumulation strategy: the No Cat Food Portfolio [Members]

The thinking behind our new decumulation model portfolio…

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Update: Since this article was written, Freetrade has enabled Treasury Bills to also be bought in its ISA and SIPP. These tax shelters enable a tax-free return, and buying and holding in Treasury Bills within them negates the major drawback discussed in our piece below. We’ll hopefully get a chance to update this article in [...]

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