Category: Investment

To invest successfully over a lifetime does not require a stratospheric IQ, unusual insights or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework – Warren Buffet

pension transfer 0

Final Salary Transfers

Transfer values of UK defined benefit (final salary) schemes are reaching as high as 54 times that of an individual’s annual pension or can be as low as 11 times an annual pension, according...

robo advice 0

A bit more on robo advice

Here we go… I wrote a short article earlier this year on robo advice and the rise of the cyborg, but given the acceleration of robo in the UK market and plans for more...


Malta financial services

If you’re an Expat living in Malta or an EU International living abroad If you’re a UK or EU national living in or thinking about moving to Malta, you could enjoy some significant tax...


Now you see it, now you don’t

Now you won’t – Oh now you WILL be taxed on selling crafts online and renting out a room Tax breaks – The Government has quietly scraped tax breaks on what is called the...


The St Leger Day adage

Investing, do I stay or do I go now….! (I’m sure that’s a song) There is a well known investment saying that investors should sell in May and don’t return until St Leger Day...