5 essential checks to make for the new tax year

Today on the show - why have markets stormed back to new highs despite such ongoing risk and uncertainty? And which indicators should investors watch for what happens next. Tom Stevenson is here to explain.  Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: Volatile news from the Gulf holds the key to global equity markets; but strong earnings growth puts a floor under prices for now. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - when does it makes sense to take tax-free cash from your pension? And which method of taking it will be best for you? Jemma Slingo is here to explain this often misunderstood part of the pension system. Ed Monk is joined by Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Today on the show - we are in a brand new financial year, so it’s a great time to run the rule over your finances and make sure you are on track to meet your long-term savings goals. We’ve got 5 essential checks to help you do it. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: Shares give back some of last week’s gains as peace talks stall and the US threatens to blockade the Straits of Hormuz. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - we’re answering your questions, and there’s really only one topic dominating investors thoughts right now. Can investors protect themselves from the fall-out of the ongoing Middle East conflict? What are the safe havens to turn to, and is it too late to act? Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Today on the show - how do seasoned investors harness the power of investment trusts to pay themselves a reliable - and inflation-beating -  income.  Ed Monk is joined by Richard Evans to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: investors hold their breath as the deadline for a deal between Iran and the US approaches. Fidelity’s Jemma Slingo reviews the stories moving markets.  See omnystudio.com/listener for privacy information.

Today on the show - how much money would someone who retired back in 2015 have left if they had been living from their pot all that time? We’ve been analysing how the markets have treated the first cohort to retire under pension freedoms - and the results are surprising. Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Today on the show - how much money do you need to earn before the tax system regards you as ‘rich’? The level at which UK workers begin to pay higher rates of tax has been falling relative to the overall level of wages - we’ll examine how much that’s taking from pay-packets. Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.