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Listener Questions Episode 22: Financial Planning for Children
Episode 586
This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low.
…1 year ago
Listener Questions, Episode 21
Episode 585
This week, we're covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it'…
1 year ago
Listener Questions - Episode 20
Episode 584
It's another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and m…
1 year, 1 month ago
Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
Episode 583
Today I'm joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trust…
1 year, 1 month ago
The Soul of Wealth with Dr Daniel Crosby
Episode 582
I'm delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a…
1 year, 1 month ago
Listener Questions - Episode 19
Episode 581
It's another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots mor…
1 year, 2 months ago
Listener Questions 18 - IHT, Trusts and Care
Episode 580
We've managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots …
1 year, 2 months ago
Listener Questions Episode 17 - In Our 30's
Episode 579
A bit of a themed Q&A this week, with some great questions from folks in their 30's. We cover share save schemes at work, large inheritances and reti…
1 year, 2 months ago
Listener Questions Episode 16
Episode 578
It's time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions and so mu…
1 year, 2 months ago
Listener Questions Episode 15
Episode 577
Another mixed bag of questions this week, including pension tax free cash, salary sacrifice for electric cars, de-risking a pension and buying gilts!…
1 year, 3 months ago