7 episodes

PenneyCast is a podcast by Penney Financial Partners where we catch up with interesting people to explore themes around the four pillars of financial freedom – growing wealth, family, protection and community – providing ideas and inspiration to live a more meaningful life.

PenneyCast Penney Financial Partners

    • Business

PenneyCast is a podcast by Penney Financial Partners where we catch up with interesting people to explore themes around the four pillars of financial freedom – growing wealth, family, protection and community – providing ideas and inspiration to live a more meaningful life.

    PenneyCast Episode 7: Tax Year End Part 2 - An holistic approach to tax efficiency

    PenneyCast Episode 7: Tax Year End Part 2 - An holistic approach to tax efficiency

    For our second Tax Year End special, Alun Thorne speaks to Penney Financial Partners' Dave Lardner about the various allowances and reliefs available every tax year and why taking an holistic approach can often create the best efficiencies.

    • 26 min
    PenneyCast Episode 6: Tax Year End Part 1

    PenneyCast Episode 6: Tax Year End Part 1

    In this latest edition of PenneyCast, Alun Thorne speaks to Penney Financial Partners' Sam Johnston in the first of two podcasts about Tax Year End - what it is, why it's particularly important this year and some of the opportunities to consider for maximum tax efficiency.

    • 23 min
    PenneyCast Episode 5: Getting the right blend with Inheritance Tax

    PenneyCast Episode 5: Getting the right blend with Inheritance Tax

    In the latest edition of PenneyCast, Alun Thorne speaks to Dave Lardner, a senior technical consultant and estate planning expert at Penney Financial Partners, about Inheritance Tax - what it is, who pays it and things to consider if seeking to mitigate it.

    • 33 min
    PenneyCast Episode 4: Retirement planning and staying in the comfort zone

    PenneyCast Episode 4: Retirement planning and staying in the comfort zone

    In this latest episode, Alun Thorne speaks to financial consultant Sam Johnston about a range of issues around retirement planning, from the changing pensions landscape to the importance of being pro-active.

    • 18 min
    PenneyCast Episode 3: The value of work experience

    PenneyCast Episode 3: The value of work experience

    For its latest PenneyCast podcast, Alun Thorne is joined by Rob Hawkins and Iris Downes to talk about Penney Financial Partner's new work experience programme and the positive impacts it has had for both the candidate and the business.

    • 36 min
    PenneyCast Episode 2: The psychology of finance

    PenneyCast Episode 2: The psychology of finance

    Alun Thorne speaks to Will Harrison, director and senior consultant at Penney Financial Partners, about Tax Year End, Tax Year Start and why people make the financial decisions they do.

    • 20 min

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