Now is the perfect time to begin planning for your financial year ahead and a comprehensive financial plan helps you to achieve your goals. In this podcast I share my 8 steps for creating your very own personal financial plan! Key Takeaways When considering your financial [...]
This short video takes a look at pensions and inheritance tax planning, an important aspect of Estate Management and Planning. The right type of pension, set up correctly, can be a tax efficient way to pass on your wealth. A video transcript is provided further below, if you would prefer to read about it. [...]
In this podcast episode, I take a look at the importance of visualising the future you wish to lead, so that you can live the life of your dreams and pass on your wealth successfully, leaving a legacy for those you love. Key Takeaways Financial challenges [...]
As the new year approaches, it might be time to start a whole new way of thinking when it comes to your investments. In this episode, I talk you through some of the resolutions you could consider in order to make sure that 2022 is as profitable for you as possible. [...]
Do you know that the order in which your investment returns occur can impact your retirement 'nest egg' long term outcome? It's called sequencing risk or sequence of returns risk. The following video demonstrates the possible impact of sequencing risk and sequence of returns. A video transcript is provided further below, if you would [...]
Inheritance Tax Allowances have been frozen until 2026. This short video takes a look at the impact this Government decision could have when it comes to estate planning and inheritance tax liability. A video transcript is provided further below, if you would prefer to read about it. [...]
In the podcast I talk through the six principles of investing, designed to help you put aside money in order to help with your future, and to ensure that your money works effectively for you. Key Takeaways Creating and maintaining the right investment strategy plays a [...]
In this episode I am joined by Jeff Hancock, a crypto expert, and co-founder and CEO of Coinpass, one of the UK's fastest-growing cryptocurrency exchange and investment platforms. Jeff talks to Tony about his business journey, Coinpass as a platform, and how you can invest in cryptocurrency in a safe and secure way. [...]
In this episode I am joined by Morgana Rae, an international best-selling author, mentor and coach, who specialises in helping others to better understand and cultivate their relationship with money. Morgana talks about her background and how she developed her own relationship with money, as well as the importance of polarity when it comes [...]
Do you know that according to the Office for National Statistics 2019, a 25 year old male now has a 25% chance of living to age 98 and a 25 year old female a 25% chance of living to 100? This short video discusses why it's important to understand longevity risk, especially when planning [...]