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Investing

Our portfolio slows to a crawl. US valuations predict barren years ahead. Is it time to change course?

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Inheritance tax

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

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Is it a share? Is it a bond? No, it’s commercial property, an asset class which boasts a bit of the best (and worst) of both. Does it belong in your portfolio?

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We invest in riskier asset classes in the expectations of higher returns. But those expectations do not come with a money back guarantee!

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The only way for active funds to compete with ever-cheaper passive rivals is to cut costs to the bone. Will they?

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Everybody has to start somewhere!

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Our passive portfolio is back off the canvas and shrugging off every blow the forces of pessimism can throw at it.

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Risk and returns are joined at the hip in investing, but taking some risks can’t be expected to pay.

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Beware of betting on tips from friends, whether you’re told about a can’t lose cryptocurrency or ‘the next Google’.

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Some REITs are trading at wide discounts to their net asset value, presumably on fears that Brexit will smash London.

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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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Lyxor have launched a stunningly cheap suite of vanilla ETFs. But beware the potential withholding tax and UK reporting status wrinkles!

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

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Our Slow and Steady model portfolio takes a step back in the first quarter of 2018. Hold the smelling salts…

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Scams and unfeasible investment schemes often catch people unawares because they do not think hard enough about the risks they are taking.

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