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Headsup On Money
Headsup On Money.
Never make another financial mistake.
Join Benjamin Mitchell (The Money Scot) - a chartered financial planner and serial hater of financial jargon, as he helps you to make better financial life decisions, retire on your terms and never make another financial mistake.
In this weekly podcast we answer the money questions you're too scared to ask and arm you with the knowledge and power to help you get on top of your personal finances.
Headsup On Money
120- Diversify Your Tax Strategy
In this episode Benjamin discusses a new way to think about diversification when it comes to your financial planning.
For once, we're not talking about investment diversification, rather tax diversification, and spreading your wealth appropriately across taxable, tax-deferred and tax-free wrappers.
This episode should give you some food for thought to help you feel less worried about changes in tax rules.
It's inevitable that changes will come (pensions and IHT in 2027 are proof of that), but your financial plans needn't suffer.
Enjoy.
Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps you to never make another financial mistake.
Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!
Take my 5 minute retirement assessment (can you already afford to retire?) 🚀
Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.