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English
Non-explicit
anchor.fm
41:05

Do More With Your Money

by True Potential

Our mission is to help people across the UK do more with their money by providing expert financial advice, innovative investments, dedicated support and award-winning technology. 

On our weekly Do More With Your Money Podcast, our expert panels discuss investment markets, personal finance, global news and the latest updates from True Potential.

Copyright: © 2024 True Potential LLP

Episodes

How will marriage & divorces affect your money and taxes? | Do More With Your Money 181

26m · Published 18 Aug 12:00

Marriage and divorce are important financial life events that many people will have to deal with. In our latest episode our expert panel provide fascinating insights on how your Will, taxes and Pension need to be handled when a significant change occurs.

0:00 Financial planning for marriage or divorce
3:30 Divorce arrangements around your Pension
4:30 How your marriage affects your Will
7:46 Marriage and inheritance tax
8:37 Marriage is a key financial planning technique
9:58 What happens if Pensions are split by divorce?
11:04 The link between property prices and divorces
12:33 The surprising fact about a wife's income tax
15:39 Prenuptial agreements to protect your assets
17:16 How divorce changes your financial circumstances
18:32 A big change for tax on divorce
20:05 Updating your Will when you divorce
21:52 Protecting your assets and investments during a divorce
23:00 Speak to a financial adviser whenever circumstances change through life

Why you need a Will (with Susan Maxey) | Do More With Your Money

27m · Published 11 Aug 10:00

Susan Maxey, Legal Director at Womble, Bond, Dickinson explains why writing a will is an essential part of financial planning and how to make sure you cover everything you need to.
 
Along with our expert panel, Susan explains the benefits of a well written will, the dangers of not having one and the best ways to protect your family and assets in the event of your death.
 

Why you need a Will (with Susan Maxey) | Do More With Your Money

27m · Published 11 Aug 10:00

Susan Maxey, Legal Director at Womble, Bond, Dickinson explains why writing a will is an essential part of financial planning and how to make sure you cover everything you need to.
 
Along with our expert panel, Susan explains the benefits of a well written will, the dangers of not having one and the best ways to protect your family and assets in the event of your death.
 

Investment traps to avoid | Do More With Your Money 179

31m · Published 04 Aug 11:00

Are you in danger of falling into an investment trap? You may have seen unregulated and risky investments such as cryptocurrency in the news or on social media, but if it seems too good to be true it probably is! Our expert panel explain what constitutes a potential investment trap and how you can assess the viability of an investment before committing your money. It’s also a time to be wary of going into cash, as inflation and hidden taxes can eat into headline rates of return.

Investment traps to avoid | Do More With Your Money 179

31m · Published 04 Aug 11:00

Are you in danger of falling into an investment trap? You may have seen unregulated and risky investments such as cryptocurrency in the news or on social media, but if it seems too good to be true it probably is! Our expert panel explain what constitutes a potential investment trap and how you can assess the viability of an investment before committing your money. It’s also a time to be wary of going into cash, as inflation and hidden taxes can eat into headline rates of return.

Investing for your family | Do More With Your Money 178

27m · Published 28 Jul 11:00

What is the best way to invest for your family goals? Our expert panel offer their insights on managing your savings, and investing for a secure future for your family. Many families will be budgeting for childcare and vacation time over the six week summer holidays, but it is also a time to stay disciplined and focused towards financial goals. What you do today with ISAs and Pensions could make a significant impact on your wealth, and you should also consider how you'll pass wealth on to your family in a tax efficient way. Think about your personal finances today with the top tips from our expert panel.

Investing for your family | Do More With Your Money 178

27m · Published 28 Jul 11:00

What is the best way to invest for your family goals? Our expert panel offer their insights on managing your savings, and investing for a secure future for your family. Many families will be budgeting for childcare and vacation time over the six week summer holidays, but it is also a time to stay disciplined and focused towards financial goals. What you do today with ISAs and Pensions could make a significant impact on your wealth, and you should also consider how you'll pass wealth on to your family in a tax efficient way. Think about your personal finances today with the top tips from our expert panel.

Falling inflation, Bidenomics & retirement. We answer your questions | Do More With Your Money 177

30m · Published 21 Jul 10:00

It has been a positive week for investors, with a significant fall in UK inflation and improving data in markets. What will this mean for interest rates and your investments? Join our expert panel to hear their verdict on the latest inflation and interest rates outlook, in addition to their analysis on the big topics in the news this week such as political developments and how climate is considered in investment management. The panel also discuss investment timing, how to approach retirement, and the benefits of investing little and often.

Falling inflation, Bidenomics & retirement. We answer your questions | Do More With Your Money 177

30m · Published 21 Jul 10:00

It has been a positive week for investors, with a significant fall in UK inflation and improving data in markets. What will this mean for interest rates and your investments? Join our expert panel to hear their verdict on the latest inflation and interest rates outlook, in addition to their analysis on the big topics in the news this week such as political developments and how climate is considered in investment management. The panel also discuss investment timing, how to approach retirement, and the benefits of investing little and often.

Advanced tax planning – retirement, inheritance, gifting & your estate | Do More With Your Money 175

32m · Published 07 Jul 10:00

How much of your wealth could you be losing to taxes? The UK has one of the most complicated taxation systems, so we invited Peter Coward, an experienced Tax Specialist, to explain what you need to know about taxes as you approach retirement.
 
Peter joins our expert panel as we discuss how tax impacts your investments and what you can do about it, particularly in relation to Inheritance Tax and your estate.

Do More With Your Money has 259 episodes in total of non- explicit content. Total playtime is 177:21:12. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on May 28th, 2024 13:40.

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