56- Masterclass, Everything You Need To Know About JISAs
Headsup On Money26 Jul 2024

56- Masterclass, Everything You Need To Know About JISAs

Continuing with our Masterclass series, in this episode Benjamin explains what the JISA is and how these tax-exempt wrappers can be used to plan for your children or grandchildren's futures. As always, there are some caveats around whether they will be relevant for your own situation, but Benjamin explains here the pro's and con's in his classic no-nonsense, no-jargon way. Listen up to become an expert on all things Junior ISA. Join Benjamin Mitchell (themoneyscot), serial hater...

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Episoder(153)

152- Should You Consolidate Your Pensions?

152- Should You Consolidate Your Pensions?

In this episode, Benjamin explains why you shouldn't automatically transfer and consolidate your pensions. There can be benefits in doing so, but you need to first understand what you may potentially ...

3 Jul 26min

151- Is A Market Crash Around The Corner?

151- Is A Market Crash Around The Corner?

The Never Ending Worry Service is rife at the moment with conjecture that 'the market has peaked' and 'a downturn is around the corner'. It might be. It mightn't be. We cannot know for certain. But lo...

26 Jun 19min

150- Why Passive Investing Should Be Your Gold Standard

150- Why Passive Investing Should Be Your Gold Standard

In this episode, Benjamin explains why passive investing is actually an active investment decision based on sound evidence rather than conjecture. The active versus passive debate is all around us, an...

19 Jun 16min

149- My Business Is My Pension, Avoid This Red Flag

149- My Business Is My Pension, Avoid This Red Flag

Small company business owners often believe that their business is their pension and that pensions are inefficient and subject to too much change to even start with in the first place. Benjamin climb...

12 Jun 20min

148- Investment Bonds Explained, Does Your Financial Plan Need One?

148- Investment Bonds Explained, Does Your Financial Plan Need One?

In this episode of Headsup on Money, Benjamin explains the pros and cons of investment bonds. They can appear very confusing, and you are probably unsure whether or not your financial plan needs one. ...

5 Jun 29min

147- A Different Way To Protect Your Family

147- A Different Way To Protect Your Family

So many of us have heard of life insurance as a way to protect our family and our financial plans, but too few of us have heard of another product that, instead of providing a lump sum, can provide us...

29 Mai 16min

146- What's Changing With ISAs?

146- What's Changing With ISAs?

In April 2027, the amount you can subscribe to Cash ISAs is likely to change. In this episode, Benjamin summarises the key points you need to be aware of and ultimately why these changes are unlikely...

22 Mai 19min

145- Record Keeping & Inheritance Tax Planning (Don't Make This Same Mistake)

145- Record Keeping & Inheritance Tax Planning (Don't Make This Same Mistake)

In this episode, Benjamin outlines why record-keeping when it comes to your inheritance tax planning, is as important as the planning itself. Yet, so few of us are keeping necessary detailed records, ...

15 Mai 14min

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