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 […]
Will there be inheritance tax on your pension?
Financial Illumination is a podcast which shines a light on all things financial. Brought to you by leading UK Financial Planning firm Lumin Wealth. Please be aware that anything discussed on this podcast should not be regarded as financial advice, and when investing your capital is at risk.
Tax year end tips!
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss what you should be aware of with the end of the tax year approaching. Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
How to lock in the best mortgage deal for 6 months
Host and Senior Chartered Financial Planner James Corcoran is joined by Mortgage Director Brian Keane to discuss the current mortgage market and the importance of locking in the best possible mortgage deal Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at […]
