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 Juni 20min
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 Juni 29min
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 Maj 16min
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 Maj 19min
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 Maj 14min
144- Your Behaviour Is The Problem (With Guest Fabrizio Zumbo, MBA from Vanguard)
In this episode Benjamin is joined by guest host Fabrizio Zumbo, MBA who joins us from Vanguard. Fabrizio is an expert in behavioural biases and investment management and shares the main behavioural ...
8 Maj 37min
143- 8 Money Laws To Live By
Benjamin shares the wisdom from Morgan Housel's new book, "The Art of Spending Money". There are eight laws to live by when it comes to looking after your wealth and yourself. See how many resonate...
1 Maj 18min
142- Legal Must Haves Part 2: Why You Need A Power of Attorney (POA)
In this, the follow-up episode to last week's episode on Wills, Benjamin reinforces the importance of having a Power of Attorney (POA) and why this matters for your financial plan. Nailing this stuff...
24 Apr 21min
