Is there a difference between a financial adviser and a financial planner? What exactly is financial planning, and do you
Build Wealth
Episode 78 – How to choose a Financial Adviser
Finding someone you can trust to help you plan your financial future can be a challenge. In this video I
Episode 77 – Justin Urquhart Stewart on Ireland and the Euro
I’m picking the erstwhile brains of Justin Urquhart Stewart of Seven Investment Management again in light of recent troubles in
Episode 73 – What is ‘The Deficit’?
With cuts in benefits and services, and rising taxes, there is much talk about ‘the deficit’ as being to blame. But
Epsiode 70 – Capital Gains Tax Planning
Back in Episode 66 I explained how Capital Gains Tax works. Here, I go over some tactics to make sure
MM No. 69 – Income Tax Planning Tips
Here are some simple ideas to make the most of the different allowances and other options to make sure you don’t
MM No. 68 – Trick or Treat
This one’s a little, erm, different! Three tricks to watch out for, and three treats for you. Plus, I want to
MM No. 67 – Inheritance Tax
Sometimes called the voluntary tax, Inheritance Tax is charge on your estate after you die. But there are many exemptions
MM No. 66 – Capital Gains Tax
CGT is charged when you sell something for a profit. As ever, it’s not quite that simple: there are things
