82 - Changes to Pensions and Inheritance Tax (Will I Now Have To Pay Inheritance Tax on My Pension?)

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 Juli 26min

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 Juni 19min

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 Juni 16min

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 Juni 20min

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 Juni 29min

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 Maj 16min

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 Maj 19min

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 Maj 14min