We are currently doing some modelling work around Irish taxes and pension pot options. Any personal tax expert please?

How the recent UK Equity bear market compares in depth and duration with Great Depression, GFC, Tech Bubble, Black Monday and all the other bears in the last 100 years Timeline

This morning Roger Penrose found out he had been awarded this year's #NobelPrize in Physics. Shortly afterwards he sent us this photo from his home in Oxford. Stay tuned for our phone interview with him - coming soon.

Who would have thought that iPad would replace pen and paper 🤷🤷

Super excited to see this out in the world! @Retirementals_ retirementals.co.uk

Today is a good day; 6 months of hard work combined with the occasional mental breakdown... and we finally have @betafolio client side ready for production. Beta testing for the next week or so and then we begin full roll out. Serious kudos Tobi Naftali Kehinde Alabi

Direct Indexing hasn’t taken off in the UK as yet. Only a matter of time. The Four Types Of Direct Indexing And Technology Solutions For Advisors kitces.com/blog/direct-in…

Against a backdrop of global uncertainty, what better time to get the evidence you need to be able to reassure your clients?! Join us for a 75-minute Masterclass with Abraham Okusanya and get access to FREE charts after the event... sign up here 👉 bit.ly/3ExMxZl

It's here! The latest, new and improved Timeline Charts! We now have 10 charts, with different ways visualising long term market returns. I'll talk you through them at the next Masterclass. Sign up here to join! 👍🏾 go.timelineapp.co/en-gb/mastercl…

Crossing the £1bn AUM milestone in 2 years is an incredible achievement! Thanks to the huge teamwork of the Timeline & @Betafolio crew and the amazing financial planners! 🙌🏿🙌🏿🙌🏿 betafolio.co.uk/blog/2022/05/0…

This is just beautiful. LUNA (crypto) went from $84 to $0.02 in 7 days. Thoughts?

5 years ago, same day, I went for a job interview. I was asked if I was married, for how long, when did I come to the country and so on. The interviewer calls my wife upstairs and asks her the same questions. Just Abraham Okusanya things. Proud to be part of Timeline.

διαλεκτική

As we head into the holidays and 2022 draws to a close, Abraham Okusanya takes a moment to reflect on the year. Read his festive update here🎄👉bit.ly/3BQ3oGk #happyholidays #christmasupdate

Where is this going in the next 5 years?

So we had a busy summer! Advisers have entrusted us with more than £3bn of client assets! And we also scored a £10m firepower to double down on our mission. Some contexts behind these numbers… - First £1bn took us 24 months - Second £1bn took 12 months - Third £1bn took 5

Analysis from Jan 1990. The average intra - 5 yr. maximum drawdown across 349 monthly rolling 5-yr scenarios is -22%. Yet, in 88% of all 5-yr periods the return was positive with an average 5-yr cumulative return of 53%. Imagine doing this for 10-yr.!

Rolling 10-yr scenarios for global equity that had a negative real return but positive nominal. Around 70s equity delivered a 10-yr return > 120%, yet in real terms <0%. Imagine not considering inflation when testing your client's plan, or using straight line projection 🤣😅