inheritance tax
Don't die owning UK shares. The sneaky inheritance tax trap hiding in UK-domiciled assets
Don't die owning UK shares. The sneaky inheritance tax trap hiding in UK-domiciled assets
Debt Recycling
Best High Interest Savings Accounts (Australia)
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
Host your home on AirBnB while you're on holiday? Check the fees first
Consider income and time when considering hosting your home on AirBnB
Are Your Pension's High Fees Stealing Your Future?
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!
The £259,279.80 Decision: Don't Leave Your UK State Pension Behind
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
Surcharges - the secret rip-off
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
Don't Get Burned by Your Bank's Terms of Service
Be careful about giving out your online banking credentials to third parties. It could leave you liable for any losses.
Stop Outsourcing Your Life: Why Taking Responsibility Beats Crossing Your Fingers
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.
Best way to ride the FAANGs (Australia, UK and US)
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.
Recomended Books
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
My Favourite Money Podcasts
Some of my most listened to podcasts about finance
You are the 5% of the richest people on earth
To remind yourself of that go visit https://www.gapminder.org/dollar-street to appreciate all you have with fresh eyes.