In this episode Benjamin is joined by our first international guest, Rob Macdonald to chat about mastering your financial health. Rob brings a wealth of knowledge and experience on the subject of behavioural finance and why investors struggle to achieve the financial returns they deserve. Together they discuss: Why topics like clarity and confidence are so important when it comes to your money. The merits of partnering with a professional adviser to help you meet your f...
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In this episode Benjamin is joined by our first international guest, Rob Macdonald to chat about mastering your financial health. Rob brings a wealth of knowledge and experience on the subject of behavioural finance and why investors struggle to achieve the financial returns they deserve. Together they discuss: Why topics like clarity and confidence are so important when it comes to your money. The merits of partnering with a professional adviser to help you meet your f...
The UK financial planning and tax planning landscape often isn't very fair. Small incremental changes to your income and/or asset position can result in punitive tax charges and loss of wealth. Loss of personal allowance Loss of child benefit Loss of your Residence Nil Rate BandLoss of tax free child careLoss of Personal Savings Allowance...In this episode Benjamin summarises these 'cliff-edge events' so that you can go into this with your eyes open and actively plan to avoid ...
Headsup On Money
In this episode Benjamin is joined by our first international guest, Rob Macdonald to chat about mastering your financial health. Rob brings a wealth of knowledge and experience on the subject of behavioural finance and why investors struggle to achieve the financial returns they deserve. Together they discuss: Why topics like clarity and confidence are so important when it comes to your money. The merits of partnering with a professional adviser to help you meet your f...