Watch our latest episode
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.
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.
Navigating inheritance tax and gifting - Part 2
Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax.
Navigating inheritance tax and gifting - Part 1
In this podcast, you'll hear some of the issues around inheritance tax planning.
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.
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.
