Financial Planning Unlocked

Rathbones Group plc

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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.

03/03/2025

Financial planning for the younger generation - part 2

Olly Cheng, financial planning director and Samantha Boyd, investment director continue their conversation about teaching the younger generation money management skills. In this episode, our speakers explore savings and investments. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

16 min
02/06/2025

Financial planning for the younger generation - part 1

Whether you’re a parent, grandparent or a guardian, it’s important to teach young people good financial habits, and the earlier the better. In this episode, our experts Olly Cheng, financial planning director and Samantha Boyd, investment director share some top tips on how to teach the younger generation about money management. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

15 min
11/01/2024

The power of compounding

In this episode, our experts Matthew Hall, investment director and Malvee Vaja, financial advisor discuss the effects of compounding. You'll hear how regular saving and compounding helps to increase your wealth over time and also some of the most important things to remember when investing. View the accompanying slide here. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

10 min
10/01/2024

Making sense of tax bands

In this podcast, we hear from Malvee Vaja, Charlotte Kennedy and Michael McManus as they talk about the complexities of income tax bands and how you can receive tax relief through pension contributions or charitable gifting. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast is based on current legislation at the time of recording and applies to English tax law. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Further information about tax allowances can be found on the HM Revenue & Customs website. Rathbones is under no obligation to update or keep current the information contained in this material. The information contained within this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

10 min
09/02/2024

A mortgage and protection masterclass - the benefits of using specialist brokers

In this podcast, Simon Maydon, financial planning director at Rathbones, meets Stephen Bourke and Jamie Roberts from Henry Dannell who are specialists in delivering bespoke protection and mortgage solutions to private clients. They talk about the complexities of financial protection and thus the benefits of using a specialist broker. They then move onto mortgages and cover some of the novel ways lenders are approaching the marketplace for borrowers of all ages. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. The opinions expressed in this podcast are not necessarily the views held throughout Rathbones Group. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material.

19 min
08/09/2024

Navigating inheritance tax and gifting - Part 1

In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material.

17 min
08/09/2024

Financial wellbeing - Part 2

In this podcast, our speakers continue to discuss the findings from the Rathbones Wellbeing Report with the focus on gender, geography and occupation and the differences between these groups. You can view the full report here. Please note: this podcast was recorded in May 2024, ahead of the general election. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material.

13 min
08/09/2024

Financial wellbeing - Part 1

In this podcast, you'll hear more about the Rathbones Financial Wellbeing Report, and the main concerns of the 1,000+ individuals who took part. Listen now to hear about the report’s main findings, including the cost of long-term care and the impact of inflation on savings and investments. You can view the full report here. Please note: this podcast was recorded in May 2024, ahead of the general election. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action should be taken without seeking advice from a financial planner. This podcast has been produced for information purposes only and isn’t intended to constitute financial advice. The information contained within this podcast is believed to be reliable and accurate. Rathbones is under no obligation to update or keep current the information contained in this material.

14 min

8 Episodes

Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.

Creator

Rathbones Group plc
Years Active

2024 - 2025
Episodes

8
Rating

Clean
Copyright

© Copyright 2024 All rights reserved.
Show Website

Financial Planning Unlocked