43 min

#61 Tax Year End: Using Your Tax-Free Allowances Do More With Your Money Podcast

    • Investing

Tax year end is upon us, how can you do more with your money? Our expert panel discuss tax allowances, goal setting, ISAs, Pensions, and what you can do before tax year end on April 5th.  0:00 Stephanie Windsor talks about her career as a Chartered Financial Planner and the benefits of working with True Potential's award winning technology  1:32 Jeff Casson, Chief Investment Officer, recaps what we've seen in Markets this past week  7:02 The anniversary of the first lockdown and the market low of March 23rd 2020. Staying invested for the long term and being disciplined around volatility has been the right course for investors  10:54 The advantages of True Potential technology and an antifragile business philosophy  12:08 Tax year end and the importance of using your tax allowances to do more with your money  16:21 True Potential's impulseSave® is the quick and easy way to invest before tax year end  16:49 ISA or Pension? What's the best way to invest and use your tax allowances before tax year end?  20:06 Inflation and the dangers of keeping your money as cash  25:07 Using goals in your investments  31:00 There's a ship blocking the vital Suez Canal trade route, how could this impact markets?  37:12 Tax year end is almost here, use your tax allowances and get financial advice if necessary  Plus, the usual laughs and entertainment, including Steve's boating blunders and garden water cannons. Subscribe to the True Potential YouTube Channel to never miss an episode.

Tax year end is upon us, how can you do more with your money? Our expert panel discuss tax allowances, goal setting, ISAs, Pensions, and what you can do before tax year end on April 5th.  0:00 Stephanie Windsor talks about her career as a Chartered Financial Planner and the benefits of working with True Potential's award winning technology  1:32 Jeff Casson, Chief Investment Officer, recaps what we've seen in Markets this past week  7:02 The anniversary of the first lockdown and the market low of March 23rd 2020. Staying invested for the long term and being disciplined around volatility has been the right course for investors  10:54 The advantages of True Potential technology and an antifragile business philosophy  12:08 Tax year end and the importance of using your tax allowances to do more with your money  16:21 True Potential's impulseSave® is the quick and easy way to invest before tax year end  16:49 ISA or Pension? What's the best way to invest and use your tax allowances before tax year end?  20:06 Inflation and the dangers of keeping your money as cash  25:07 Using goals in your investments  31:00 There's a ship blocking the vital Suez Canal trade route, how could this impact markets?  37:12 Tax year end is almost here, use your tax allowances and get financial advice if necessary  Plus, the usual laughs and entertainment, including Steve's boating blunders and garden water cannons. Subscribe to the True Potential YouTube Channel to never miss an episode.

43 min