Tag Archives: Wealth
The root of welfare in Britain is wealth; People’s Pension’s a partnership between us!
I have f interests in People’s Pension and the Partnership that holds it. I’m interested in mutuals as they are as a means of distributing value from other people’s money, especially when their are employers so involved. People’s seem to … Continue reading
Workplace savings – not about saving tax but buying pensions
Pensions earned while at work The worry in the papers is that people will stop saving for their pension in retirement because they won’t be getting the same perks from April 2029. The promotion of workplace pensions as a cheap … Continue reading
People don’t panic about their pension but their wealth!
I suppose that people in the Treasury usually read articles in the Financial Times, a fortnight before the Budget. But this year the Treasury from Ministers down , will be paying especial attention. The Pensions Minister is said to be … Continue reading
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
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
Posted in dc pensions
Tagged DB, Pensions, Private credit, Private quity, toby nangle, Wealth
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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
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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Tagged Budget, Income, Pensions, Rachel Reeves, Tax, Torsten Bell, Wealth
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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
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