inheritance tax
Don't die owning UK shares. The sneaky inheritance tax trap hiding in UK-domiciled assets
Shares
The Case of the Vanishing £800: Why Your New Investment Just Slapped You in the Face
investment funds
I'm a big fan of low cost index funds and ETFs. They outperform the vast majority of actively managed funds and have allowed the everyday investor simple, convenient cost effective access to invest in all markets the world over.
Did you know you still get the UK new state pension every year even if you live abroad? If you’re a Brit who now lives down under (or anywhere else abroad for that matter) I have some good news for you. All those years working hard in England, commuting
Here are some of my favourite books about personal finance, investing, and money management. Your Money or Your Life - Vicki Robin, 1992 This book changed my life. It introduced me to the concept of being able to live of your investments once they reach a certain amount to generate
Did you know that a seemingly small fee of just 1% on your investments can result in you losing more than 20% of your balance over 40 years, and that a 1.5% fee can result in you being deprived of around 30% of your investment over the same time!
Recently the Murray Report found that Australian’s are paying double the fees of other Western countries for their retirement. That’s costing us $20 billion dollars each year! Why are Aussies being so badly ripped-off? Well we could blame the superannuation funds for slugging consumers with hidden high fees
Sit down, we have some really bad news for you. We hate to say it, but you probably ARE being screwed by your superannuation provider. How do you know? Well ask yourself this one question: What fees am I paying? If you can't answer this question then you&
Don't get ripped-off
With Australian super fund fees falling rapidly, index-based options from industry funds now rival the lowest-cost ETFs. We’ve compared the main contenders — Hostplus, AustralianSuper, Rest Super, and Vanguard Super — to find which delivers the most international exposure for the lowest all-in cost. 🔍 Comparison Table Fund / Option Strategy Index Tracked
I've not listed accounts with introductory periods, as these are usually only for a few months, then you revert to a low rate of interest. I've also excluded account where you have to grow your balance each month and make a minimum number of transactions as
Consider income and time when considering hosting your home on AirBnB
For too long, millions of people have entrusted their retirement savings to high-cost funds, often without understanding the massive financial drain. I recently offerred to look over a friend's UK pension and what I found was shocking!
Did you know you still get the UK new state pension every year even if you live abroad? If you’re a Brit who now lives down under (or anywhere else abroad for that matter) I have some good news for you. All those years working hard in England, commuting
Why are credit and debit card surcharges still being charged in Australia? I find it anoying after having seen the price and then paid, to then find I was actually charged a slightly higher cost on my receipt! If you havn't noticed this yet, ask for your receipt
Be careful about giving out your online banking credentials to third parties. It could leave you liable for any losses.
Stop outsourcing your financial future to glossy brochures and charming sales pitches. From dodgy property deals to overpriced mortgages, the cost of handing over responsibility is real—and expensive.
FAANG stocks earned their reputation as "superior" or market-beating stocks primarily due to their market dominance, massive scale, widespread popularity, strong historical growth, leadership in their respective industries, and adaptive, innovative business models.
Here are some of my favourite books about personal finance, investing, and money management. Your Money or Your Life - Vicki Robin, 1992 This book changed my life. It introduced me to the concept of being able to live of your investments once they reach a certain amount to generate
Some of my most listened to podcasts about finance
