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Deaccumulation

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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Smart Beta ETFs focusing on dividends imply you can have the best of both worlds – income stock selection at index investing prices…

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Annuities aren’t sexy and in recent years the payouts have been miserable. Still, they offer retirees a secure income no other investment can match.

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Our verdict on Beyond The 4% Rule, arguably the first UK retirement investing book.

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The book that’s a godsend for anyone trying to work out how to live off their money in retirement.

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The Rule of 300 is a quick and dirty shortcut to estimating how much money you’ll need saved to meet your income needs.

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The Greybeard has cashed in his final salary pension scheme. But what should he do with the loot that’s resulted?

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