What is the “Great Wealth Transfer” and what does it mean for estate planning?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss the “Great Wealth Transfer” and the implications for Inheritance Tax Planning Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
Are you overpaying for financial advice?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planning Manager Joe Fisher to discuss the costs of financial advice and what you should be looking out for if you are working with a financial adviser/ planner. Please be aware that anything discussed on this podcast should not be regarded as financial […]
The McCloud Judgement – does this affect your pension?
Host and Senior Chartered Financial Planner James Corcoran is joined by Pensions Actuary Wendy Beaver to discuss a big issue affecting many people in the country right now, the McCloud judgement. What is it and does it affect you? Listen and find out. Please be aware that anything discussed on this podcast should not be […]
UK interest rates hit 15 year highs – what should you be doing?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss one of the key concerns at the moment – that interest rates are at 15 year highs, and how that impacts borrowers, savers, and investors. Please be aware that anything discussed on this podcast should not be regarded […]
