Month: December 2020

What was in the weekend’s papers? (14/12/2020)

Why ‘final salary’ pensioners should really fear a wealth tax Amid rumours of the Government imposing a ‘wealth tax’, The Telegraph warns those with sizeable defined benefit pension should worry. The tax, thought up by a group of think tanks, proposes to make individuals with more than £500,000 assets after debt pay 1% of their net worth.

Read more

Why do you believe dividend investing is flawed?

We have written a post previously about focusing on income when investing. I wanted to go into some of the evidence behind focusing on income when investing not being the best strategy. When looking at this, there is probably no more famous theory in Finance than Modigliani/Miller. Known as the Dividend Irrelevance Hypothesis it says investors

Read more

How could the change to RPI affect me?

Buried amongst the other announcements made on 25 November was a paper from the Treasury looking at measures of inflation. It revealed a decision about replacing the Retail Prices Index (RPI) with the Consumer Prices Index (CPI) including owner-occupied housing costs (CPIH). The RPI has not been an official National Statistic since 2013 because of serious deficiencies

Read more

Recent posts

Get in touch

If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.

    Please read our Privacy Policy.