Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
TV & Film
Health & Fitness
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/c0/cf/36/c0cf3670-b216-029f-6805-54f9df037065/mza_10592287124087142641.jpg/600x600bb.jpg
clarityON
clarity
25 episodes
1 month ago
In this episode of the clarityON podcast, host and clarity Adviser Naomi Kewell is joined by guest expert Alexandra Miles to unpack the gender investment gap. Why it exists, how women's life paths shape their financial journeys, and what can be done to change it. The discussion covers structural and societal factors contributing to this gap, such as career breaks, part-time work, and caregiving responsibilities, as well as differences in industry pay. Alexandra shares worrying statistics on t...
Show more...
Investing
Education,
Technology,
Business,
Self-Improvement
RSS
All content for clarityON is the property of clarity and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of the clarityON podcast, host and clarity Adviser Naomi Kewell is joined by guest expert Alexandra Miles to unpack the gender investment gap. Why it exists, how women's life paths shape their financial journeys, and what can be done to change it. The discussion covers structural and societal factors contributing to this gap, such as career breaks, part-time work, and caregiving responsibilities, as well as differences in industry pay. Alexandra shares worrying statistics on t...
Show more...
Investing
Education,
Technology,
Business,
Self-Improvement
Episodes (20/25)
clarityON
Bridging the Gender Investment Gap
In this episode of the clarityON podcast, host and clarity Adviser Naomi Kewell is joined by guest expert Alexandra Miles to unpack the gender investment gap. Why it exists, how women's life paths shape their financial journeys, and what can be done to change it. The discussion covers structural and societal factors contributing to this gap, such as career breaks, part-time work, and caregiving responsibilities, as well as differences in industry pay. Alexandra shares worrying statistics on t...
Show more...
1 month ago
44 minutes

clarityON
Cracking The Capital Gains Tax Code
Capital Gains Tax (CGT) may not be the most exciting topic but ignoring it could cost you. In this episode of clarityON, Carrie Hughes is joined by Senior Financial Adviser Dan Smith to demystify the CGT rules, highlight the changes you need to know for 2025/26, and share practical planning tips that could help you reduce your tax bill. What we cover: What CGT is, who it affects, and why it matters more now than everHow CGT is calculated, especially for property and investmentsCommon myths an...
Show more...
3 months ago
18 minutes

clarityON
6 Months of President Trump: How the Global Economy has Changed
In this episode of clarityON, Chris Finch (Investment Analyst at clarity) is joined by Glyn Bolton (Investment Director at clarity) to explore how President Trump’s dramatic return to the White House has impacted global markets and economies in just six months. From sweeping executive orders and aggressive tariff policies to shifting market dynamics, gold rallies, and a weakening US dollar, Chris and Glyn unpack what’s happened so far and what it could mean for investors, especially those in ...
Show more...
3 months ago
29 minutes

clarityON
Should You Consolidate Your Investments?
In this episode of clarityON, Senior Investment Management Services (IMS) Administrator Francisca (Kika) Ferreira and Chartered Financial Adviser Tuhin Miah consider a crucial question for investors: Why should you consolidate your investments? With portfolios increasingly scattered across multiple platforms, investment consolidation isn’t just about tidiness—it’s a powerful strategy for gaining clarity, reducing costs, and taking better control of your financial future. We explore: How inves...
Show more...
5 months ago
11 minutes

clarityON
All About ISAs
In this episode of clarityON, Chartered Financial Adviser Vicki Watson and Senior Paraplanner Andrew Kemp unpack everything you need to know about Individual Savings Accounts (ISAs) — one of the UK’s most tax-efficient tools for saving and investing. From the basics of Cash ISAs and Stocks & Shares ISAs to the ins and outs of Lifetime ISAs, Junior ISAs, and Flexible ISAs, Vicki and Andrew explain the benefits, rules, and strategy behind each option. They also discuss recent changes, poten...
Show more...
6 months ago
7 minutes

clarityON
Navigating the New Tax Year
In this episode of clarityON, CEO Angus Jones is joined by Daniel Smith, Chartered Adviser, to help you make sense of the new tax year. Together, they explore what has changed, what is on the horizon, and how to plan ahead with confidence. Topics include: Key tax year changes to be aware ofThe latest on pension legislation updates coming in 2027 — and how to start preparing nowA look at the ongoing discussion around changes to Cash ISAsHow making the right pension contributions can help ensur...
Show more...
7 months ago
19 minutes

clarityON
Our Client Portal - clarityONLINE
In this episode of clarityON, we’re taking a deep dive into clarityONLINE, our secure, all-in-one digital portal designed to give you a complete view of your financial world. Host Leila Photiou, Digital Marketing Manager, is joined by Gordon Jones, clarity’s Chief Technology Officer, to explore how clarityONLINE empowers clients to track investments, manage assets, collaborate with advisers, and take control of their financial future, all in one place. What you'll learn in this episode:  ...
Show more...
8 months ago
7 minutes

clarityON
Tax Year End Planning 2024/25
With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast, Francisca (Kika) Ferreira is joined by Naomi Kewell, a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline. Key topics covered: Maximising pension contributions and tax reliefUsing ISAs to build a tax-efficient investment portfolioCapital Gains Tax strategies...
Show more...
9 months ago
5 minutes

clarityON
Venture Capital Trusts (VCTs) Investments
In this episode of the clarityON Podcast, Adviser Tuhin Miah and Investment Manager David Eve delve into the world of Venture Capital Trusts (VCTs)—a unique investment opportunity designed to support small, high-growth UK businesses while offering attractive tax benefits. They discuss: How VCTs work and their key features.The 30% income tax relief and other tax advantages.The risks and rewards of investing in smaller, less-established companies.Alternatives like the Enterprise Investment Sche...
Show more...
10 months ago
6 minutes

clarityON
The Gift of Giving: Charitable Donations and Tax Efficiency
In this special holiday episode of the clarityON Podcast, host Carrie Hughes is joined by Vicki Watson, Chartered Financial Planner at Clarity, to explore how you can make your charitable donations go further. Whether you’re interested in maximising your Gift Aid benefits, learning about tax-efficient ways to donate shares or property, or leaving a lasting legacy through your estate, this episode has something for everyone. Tune in for practical tips to align your giving with your financial g...
Show more...
11 months ago
5 minutes

clarityON
The Budget (Special)
Join Investment Director Glyn Bolton and Associate Technical Director Claire Brooks as they unpack the Chancellor's pivotal Autumn Budget. This episode delves into the essential updates on Capital Gains Tax, Inheritance Tax Planning, Pensions, ISAs, Stamp Duty (for main residences and second homes), Employers' National Insurance, and key reliefs like Agricultural and Business Property Relief. Perfect for those looking to understand how these changes might impact financial planning and investm...
Show more...
1 year ago
28 minutes

clarityON
Protection
In this episode of clarityON, we explore the cornerstone of a sound financial plan - protection. We'll guide you through the main types of protection available, the critical questions to ask yourself, and the key decisions to make when choosing the right coverage for you and your family. Whether you're just starting out or revisiting your existing policies, this episode will provide the clarity you need to make informed decisions about safeguarding your financial future. All content reflects...
Show more...
1 year ago
13 minutes

clarityON
Investing For Children
Are you a parent or guardian looking to secure a bright financial future for your child? Tune in to our latest episode of clarityON, where we dive deep into "Investing For Children". Join Sahiba and expert financial advisor Glyn Bolton as they break down essential strategies to help you start investing wisely for your children. From understanding why investing early is crucial, to exploring the best investment vehicles like Junior ISAs and Child Trust Funds, this episode covers everything you...
Show more...
1 year ago
12 minutes

clarityON
How to Retire Well
In this episode, Executive PA Carrie sits down with Financial Adviser Glyn to explore the essentials of retiring well. They discuss critical topics such as effective budgeting, the key financial information needed to craft your own retirement plan, potential future uncertainties that might impact your retirement, and additional considerations to ensure a secure retirement. For a comprehensive guide on how to retire well, access our resource here: Retirement Guide 2024. If you're interested in...
Show more...
1 year ago
15 minutes

clarityON
Residential Property Investment
Join Adviser Glyn and Paraplanner Sahiba as they explore residential property investment in the modern market and how it differs from commercial property. Click the link below to our research note if you want to learn more! https://website-public-assets.clarityglobal.com/saleswebsite/research/residential_property_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstru...
Show more...
1 year ago
13 minutes

clarityON
Equity Investment
Listen in as Glyn Bolton and clarityON newcomer, IFA Administrator Joe Howe discuss equity investment in today's world. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/equity_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Web...
Show more...
1 year ago
15 minutes

clarityON
Fixed Interest
Join Investment Director Glyn Bolton and Investment Manager David Eve as they discuss fixed interest and the current climate for fixed interest investments. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/fixedinterest_and_indexlinked_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misc...
Show more...
1 year ago
9 minutes

clarityON
Risk
Join Glyn Bolton and our newest adviser Tuhin Miah in discussing risk when it comes to wealth management and investing, including the various pitfalls one may succumb to when it comes to portfolio diversity. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/asset_allocation_risk_return.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as o...
Show more...
1 year ago
11 minutes

clarityON
The Need for an IFA
Join clarity CEO Angus Jones and Operations Manager Louise Challis as they discuss the need for an IFA, covering key information about the industry and when may be best to look for financial advice. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an...
Show more...
2 years ago
15 minutes

clarityON
DB Pensions
Learn about defined benefit pensions as paraplanner Jessica Lelew and our resident DB expert senior paraplanner Andrew Kemp provide an in-depth overview of the topic, including how it differs from DC pensions. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performanc...
Show more...
2 years ago
20 minutes

clarityON
In this episode of the clarityON podcast, host and clarity Adviser Naomi Kewell is joined by guest expert Alexandra Miles to unpack the gender investment gap. Why it exists, how women's life paths shape their financial journeys, and what can be done to change it. The discussion covers structural and societal factors contributing to this gap, such as career breaks, part-time work, and caregiving responsibilities, as well as differences in industry pay. Alexandra shares worrying statistics on t...