Double tax? 9 steps to tackle the IHT change coming for your pension

In this episode of the podcast we welcome James Browne from the Tony Blair Institute. James has co-authored a radical new plan for the State Pension that has sparked fierce debate about the future of the payment. Could his plan work - and what would it mean for you? The Personal Investor podcast aims 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 - Marianna Hunt is here to tell us about the signs in your financial life that you are saving too much - and not investing enough. Ed Monk is joined by Marianna Hunt 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: inflation dominates in a quiet week for results and economic data; meanwhile attention shifts from strong earnings growth to valuations in an environment of rising bond yields. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - we welcome fund manager Jasmine Yeo to the pod to discuss the 60/40 portfolio - once investors’ best friend but a lot less reliable these days. Can it still work? And if it doesn’t, what does? Ed Monk is joined by Jasmine Yeo 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 markets: investors react to UK political drama and the world’s biggest AI company prepares to publish some blockbuster results. Fidelity’s Jemma Slingo reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - Tom Stevenson is here to pass on the investment lessons he plans on giving to his new grandson. What has he learned over a lifetime of investing that the next generation can benefit from? 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 - can you use cash to offset the risk of investment falls in retirement? Tom Stevenson has been looking at history for a plan to balance his finances in retirement, and that’s our focus today. 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.

This week in the markets: Investors remain torn between the AI boom and the shadow of the Gulf conflict; UK government bond yields edge higher as pressure on the government mounts; India misses out on the EM party; and all eyes are on the stagflation twins - we have data this week on US inflation and UK growth. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could require a complete overhaul of their financial plans for retirement. Marianna Hunt is here to explain and offer up some steps to take now in order to mitigate the risk.  Ed Monk is joined by Marianna Hunt 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 and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East conflict casts a persistent cloud over the economic outlook. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.