Financial Planning Unlocked

By: Rathbones Group plc
  • Summary

  • Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
    Copyright 2024 All rights reserved.
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Episodes
  • Making sense of tax bands
    Oct 1 2024

    In this podcast, we hear from Malvee Vaja, Charlotte Kennedy and Michael McManus as they talk about the complexities of income tax bands and how you can receive tax relief through pension contributions or charitable gifting.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast is based on current legislation at the time of recording and applies to English tax law.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Further information about tax allowances can be found on the HM Revenue & Customs website.

    Rathbones is under no obligation to update or keep current the information contained in this material.

    The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

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    10 mins
  • A mortgage and protection masterclass - the benefits of using specialist brokers
    Sep 2 2024

    In this podcast, Simon Maydon, financial planning director at Rathbones, meets Stephen Bourke and Jamie Roberts from Henry Dannell who are specialists in delivering bespoke protection and mortgage solutions to private clients. They talk about the complexities of financial protection and thus the benefits of using a specialist broker. They then move onto mortgages and cover some of the novel ways lenders are approaching the marketplace for borrowers of all ages.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    The opinions expressed in this podcast are not necessarily the views held throughout Rathbones Group.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.

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    19 mins
  • Navigating inheritance tax and gifting - Part 2
    Aug 9 2024

    Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax. In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the landscape and improve the outcomes for their families.

    Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner.

    This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate.

    Rathbones is under no obligation to update or keep current the information contained in this material.

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    16 mins

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