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...
With Rachel Reeves' budget on the 26th November fast approaching, the storms of speculation are circling! In this episode Benjamin reviews the current rumour mill and provides a take on what you should do in light of the media speculation frenzy. The short answer is: not much money nerds. Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps you to never make another financial mistake. Getting on top of your personal finances doesn't need to be c...
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...
