In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
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In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
112- Investing Demystified (With Guest Lars Kroijer, Former Hedge Fund Manager)
Headsup On Money
55 minutes
1 month ago
112- Investing Demystified (With Guest Lars Kroijer, Former Hedge Fund Manager)
In this episode Benjamin is joined by Lars Kroijer, former hedge fund manager to discuss Lars' journey from believing he had an 'edge' when it comes to investing, to recognising our limitations. Together they chat about Active versus passive fund managementWhat does 'risk' really mean? How to structure a basic - but mighty - portfolioWhy as human beings we tend to disregard simplicity? Where does property fit into your financial plan? Financial armageddon and planning for...
Headsup On Money
In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning. For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers. This episode should give you some food for thought to help you feel less worried about changes in tax rules. It's inevitable that changes will come (pensions and IHT in 2027 are p...
