MMP089: Busting Some Inheritance Tax Myths

Session 89 HeaderHere we are at session number 89, and we’re going to be busting some common Inheritance Tax myths. These are comments, queries and misapprehensions that I hear all the time about Inheritance Tax planning. Hopefully I can address these and put them right, all in one place. Stay tuned…

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MMP088: Protection Revisited

Session 088 HeaderThis week, we’re going to be talking some more about protecting your financial future and indeed your present using life insurance, critical illness insurance and income protection insurance. That’s a lot of insurance ;-) but making sure your financial planning is built on a sure foundation of security in the face of disaster is a key tenet of financial success. I’ll be building on session number 7 , way back in March 2013 where I cover the basics of this subject.

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MMP087: The Seven Families Initiative with Peter Le Beau

Session 087 HeaderHere we are at session number 87 , and I’m going to be talking to financial services industry luminary Peter Le Beau about an innovative approach to highlighting the benefits of income protection insurance called the Seven Families Initiative.

I’m always keen to point out here on MeaningfulMoney that there is no sense in building a plan for the future if that plan is built on shaky foundations. A good insurance program is essential to make sure that your plans are not too badly affected if the unthinkable happens to you, like being unable to work or becoming seriously ill. Much more on that to come, so stay tuned…

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MMP086: Ready, Steady, Retire! with Justin King & Martin Bamford

Session 86 HeaderHere we are at session number 86, and I’m going to be chatting to two good friends of mine, Martin Bamford and Justin King. It’s also Financial Planning Week, the annual push by the Institute of Financial Planning to get personal finance and the benefits of financial planning firmly on the radar of more people than it might otherwise be. To celebrate FPW I wanted to highlight two great initiatives co-produced by Martin & Justin – one is a movie and the other is a book. Stay tuned for much more.

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MMP085: Financial Life Planning with Tina Weeks

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Here we are at session number 85 , and today I’m lgoing to be talking to my good friend Tina Weeks of Serenity Financial Planning in London about the emerging discipline of Financial Life Planning. More on that in just a short while.

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