Today’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy. I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business. Nimesh and I dig into the announcements, rumours and reports on what we can expect potentially in a few months time. In detail we discuss. The situation for non-doms and how recent announcements have already caused a stir;How being a Landlord cannot get much worse;The pote...

Today’s special guest is Abraham Okusanya, author of “Beyond The 4% Rule” and founder of Timeline portfolios. Abrahams’ firm Timeline now has over £4bn in assets in the portfolio and Why index investing just takes market worry away.How the technology revolution is only just beginning for individual investors.What the best way to draw your retirement income is – focusing on different amounts at different times. I hope you enjoy my conversation with Abraham

Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint. If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can do as you can easily measure how much tax you can save by make a few decisions. In this discussion, Nick & I look into inheritance tax planning and discuss: Why is estate planning so important? The concept of Business Property Rel...

Today’s edition features a special guest, someone very familiar to the podcast… Adam Walkom! Our usual host is sat in the other seat this week, as his colleague, friend and fellow partner at Permanent Wealth, Adrian Johnson, takes the reins. Adam is in the hot seat to discuss his new book, Plan for Happy: A step-by-step guide to growing your money. His aim with this book is to work directly with the reader and take them through the financial planning process – from understanding ...

Ed Conway – Author of Material World – on the 6 materials that we need to power the modern world. Today’s guest is Ed Conway – economics editor at Sky News – but also author of a fantastic book – Material World. Material World explores in detail the 6 basic materials that the modern world needs to overcome all it’s problems. From feeding 7+ billion people, to building semiconductors and solving climate change. To do all of that, we are going to need MORE of these materials and n...

After reading Law at university, then some time in the hospitality industry Caspar was drawn to the Central London Residential Real Estate market. He kicked off his property career with Foxtons before moving from being a sales agent to being a buying agent with Black Brick. Our discussion covers: The role of a residential buying agent as a relatively new service;An update on the London residential market generally;How the fast and significant rise in interest rates in the last twelve m...

In this episode I talk with Jared Dillian, author, investor and market newsletter writer of the Daily Dirtnap. He also is a regular contributor to Bloomberg, MSNBC, NY Times and LA times. I have followed Jared for years through his daily market newsletter and he has a unique insight into what moves markets. Jared has also just released his fourth book called “No Worries: How to live a stress-free financial life”. Pre-order is available on the link below. In this episode Jared an...

Today my special guest is Oliver Rust, Business Development at Truflation. If you haven’t heard of Truflation you’re in for a treat. Truflation effectively scrapes the internet for prices on a daily basis and comes up with their own version of what they think is happening in the REAL world in inflation and prices. And the difference between their view and the official CPI version of inflation is striking. In this investigation of past, present and future inflation, Oliver and I ...

Welcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest people in markets who use data to understand both short-term market issues, but also give insight into long-term market trueisms. In this investing tour-de-force, Nick and I cover the following topics: What we historically need to have to fix th...

Join Kealan and I for a fascinating conversation where we delve into the world of EIS and Venture investing. EIS is Enterprise Investment Scheme which is UK tax structure that allows tax relief for direct investment into smaller, growing UK companies. Kealan and I discuss• How, and why, EIS investing is different to VCT investing and how it has evolved over the years.• Their buying process, what they look for and what rules companies out for them;• What are the key lessons Symvan has l...

Join Ian and I for a fascinating conversation where we delve into the world of venture investing and VCTs. Ian and I discuss Why Triple Point focus on seed-stage investing;The unique difference on UK venture investing vs the US;Their buying process, what they look for and what rules companies out for them;What impact the Macro environment has on their target companies; And make sure you listen to the end where Ian describes his key learning from investing in smaller companies. &n...

In this episode, I’m again speaking to my favorite mortgage expert Elena Todorova. Elena and I discuss the state of the UK mortgage and property market. We get into the details of: What mortgage deals are currently available;Which way rates are heading and what the mortgage providers want to see;The state of the UK property market. Which sector is strong and which sector is weak; And if you listen to the end you will hear Elena discuss the fastest-growing sector in the mor...

Today’s guest is Simon Gilchrist, Founder and clinical director of Mayfair Health, and a specialist in sports physiotherapy and longevity. We all age, so Simon really focuses on how we can age better. Simon and I consider the topic of life longevity, focusing on: Human’s ever-increasing human life expectancy;How to age more gracefully: humans are now living longer lives, but how can we have a better experience of our final 10-20 years;The issues caused by our increasingly co...

Today my special guest is Entrepreneur and Dragon’s Den investor Piers Linney. Piers is a serial entrepreneur and has built and sold many successful businesses over the years. In this episode, Piers gives a masterclass into the mindset of how to build a successful business. If you are any one of the following, this episode is a must listen: Young person starting out in businessEntrepreneurParent with children at University or starting their careerAnyone interested in hearing a g...

Today’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning. Helena and I discuss the joy of inheritance tax, such as: The emotional impact that conversations (or worse lack of conversations) can have around planning for passing down wealth;Why deeds of variations are very useful;How good planning can enable people to capture an extra £350k worth of tax-free assets through the residents nil-rate band;Why p...

Today we have a special guest in Sarah Olney – MP for Richmond Park since 2019. Sarah is a Liberal Democrat and the party Treasury and Business spokesperson. In a fascinating, wide-ranging interview, we explore a number of factors with Sarah Why she dislikes the word “Centrist”Her biggest learning experience during the first 6 months of being an MPWhat MPs actually do. The answer really surprised me.The biggest issue the Lib Dems will be focusing on coming into the next election An...

This episode is a little different and really lifts a lid on mental health issues that pressure can put on all of us who are trying to build a career and manage a family. In this achingly honest episode Gavin describes his journey of dealing with the pressures of City life and what happened to him and how he dealt with it He shares his thoughts on: The build up to his breakdown and how it sounds so similar to so many people I know;What it was like to have an anxiety attack and the symptoms we...

Today my special guest is Justin Onuekwusi from Legal & General Investment Management. Justin is Head of Retail Investment EMEA and runs amongst others the multi-index range for L&G. This was a great interview and Justin shares an enormous number of great investing insights over this 50 minute conversation. These include where Justin: Describes the number of “biggest in history” moves we have endured over the 1st half of this year Why the S&P500 index is no longer the diversified...

Marcel is an independent Chinese innovation analyst. In this fascinating discussion Marcel tells me How he structures his business using all available channels.What makes the Chinese market is probably the most exciting opportunity in the world right now.Why he believes the Chinese Government is so involved in the markets and companies.What he thinks are the biggest potential influences in China over the next 12 months. And finally at the end Marcel explains why he thinks crypto is essen...

Today’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund. Duncan and I discuss the following: What it is like to manage Cautious funds in the present market conditions.How Ruffer made profits in all of the recent crises - the Dot.com bust, GFC in 2008 and Covid crash in March 2020.How standard retail advice and risk profiling is pushing clients towards the “killing pen of fixed income”.And finally Ruffer’s famous (or infamous) Bitcoin trade and wha...