Tag Archives: Wealth

What am I worth? The FT can tell you in a number of ways…

It’s three weeks till the budget and this one’s causing a lot of concern in the Financial Times Jonathan Guthrie knows exactly what he’s doing winding up what Rachel Reeves is calling those with the “broadest shoulders”. Jonathan knows that … Continue reading

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Are retail investors misled by Private funds in Long Term Asset Funds?

The FT have delivered an early warning on the liquidity of LTAFs in the wealth management, in the summer it delivered a clear warning that direct investment beats fund of funds but that only multi-billion pools can access private markets … Continue reading

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Captured Consultations: Why Pension Policy Ignores Human Capital

Thanks to Steve Conley this excellent article that compliments my moan this morning about the lobby for the few who pay inheritance tax,  Steve Conley is well worth following;a long time campaigner for those who don’t get a fair lick … Continue reading

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Schroders worry us about wealth taxes

Schroders finds 85% don’t fully understand potential IHT rule changes because 85% of people aren’t wealthy! The thought of someone else paying tax on what you’ve paid built up in your pension is odd. Another thought that is part of … Continue reading

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2030 and all that ..the income, wealth and pension strategy delivered to time

For those who like this kind of gesturing,  the 2023 report by Torsten Bell’s Resolution Foundation (reporting on how to get Britain out of stagnation) has been marked the Economy 2030 Inquiry 2030 is also a staging date for the … Continue reading

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In finance, HENRY ‘s for High Earners, Not Rich Yet. In Life , Richness doesn’t come from money

I have two people keen on reminding me why I may be less wealthy than I ought to be! I hadn’t meant to complain about my current state but clearly I have opened the door to those advocating self-improvement. Stay … Continue reading

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Wealth taxes: high risk, unworkable and anti-growth

Dan Neidle sends me Tax Policy Associates thinking on tax Subscribe here for more   A UK wealth tax is often promoted as an easy revenue-raiser that would only affect the very rich. Our analysis finds the opposite: the revenue … Continue reading

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The privilege of wealth is free to everyone through pensions!

The headline in today’s FT reminds me that I will be seeing Toby Nangle speak again at lunchtime. Toby now writes for the FT and he understands better than anyone (but Ludovic Phallipou ) what a waste of money most … Continue reading

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Whinges from the healthy, whinges from the wealthy.

The surge in short and medium term gilt rates illustrated here are clearly linked to the budget, the market does not like fiscal loosening and despite £40bn of tax-cuts , this was a tax and spend budget. For a fuller … Continue reading

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Wealth – slave of the wise – master of the fool

  I would like to keep up with the various posts of Arun Muralidhar but they are as cantankerous as the blogs of Montaigne and impenetrable as the Maxims of La Rochefoucauld. I can amuse myself and hopefully you , … Continue reading

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