How much money do I need to retire?
Is there a magic retirement number, or does it depend on your lifestyle, spending and financial circumstances? Harvey Armstrong and Alan Pereira explore how to work out how much you need for retirement and how to build a sustainable retirement plan.
ISA changes 2027 explained: Cash ISAs, investments & Capital Gains Tax | Financial Illumination podcast
In this episode of Financial Illumination, Financial Planning Manager, James Corcoran, is joined by Financial Consultant, Jack Dudley, to break down the latest changes affecting Cash ISAs, Stocks & Shares ISAs and General Investment Accounts, and what they could mean for your long-term financial planning. The conversation explores the proposed reduction in the Cash ISA […]
How annuities work: Securing income for the future
In this episode of our ‘Financial Illumination’ podcast, James Corcoran and Jack Dudley dive into the role annuities can play in a retirement plan. They explore how annuities work, why they matter, the risks associated with them and how they can potentially help you build steady, stress-free income throughout retirement.
How Inheritance Tax (IHT) really works: Everything you need to know
Managing Inheritance Tax (IHT) is a cornerstone of effective estate planning. But what exactly is IHT, and how does it work in practice?
5 tax year-end tips: Save yourself thousands!
In this episode of ‘Financial Illumination’, James Corcoran and Jack Dudley focus on the practical steps you can take now to make the most of pension contributions, ISA allowances and Capital Gains Tax exemptions before 5 April.
You’ve inherited a lump sum – what now?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make the most of an inheritance – without the risks that often come with it.
Is it time to consolidate your pensions?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss whether combining your pensions could help you save money and gain greater control over your retirement.
Selling a business? How to exit smoothly and tax efficiently
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make selling your business a reward – not a tax surprise.
Is your bank helping or hindering your savings and investments?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore whether your bank account is really working for you. In this episode, they dive into smart ways to manage your cash, how to shield it from inflation and devaluation, and discuss alternative strategies that could help your money […]
New tax year – top tips!
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore the key financial opportunities to consider as we head into a new tax year. In this episode, they discuss smart strategies for making the most of your money early in the year – from taking advantage of refreshed […]
