Bassline brought to you by Cavendish Ware, award winning financial planners who help you live the life you want. Building and protecting wealth since 2003 through good times and hard times.
Episode 27 - The Great Rotation? Summer update with Lance Peltz.
Is the AI trade beginning to unwind—and could the UK market finally be having its moment? In this episode of Bassline, Dave Wallace is joined by Lance Peltz, Chief Investment Officer at Cavendish Ware, to examine the forces moving global markets. They begin with the UK stock market’s push towards record territory. Lance explains why Britain’s concentration of energy, mining, financial and pharmaceutical companies may now be working in its favour as investors rotate away from the dominant AI s...
15 Jul 2026
Episode 26 - Pensions, Inheritance Tax & the Big April 2027 Change: What You Need to Know
Pensions have long been seen as one of the most tax-efficient ways to pass wealth to the next generation. But from April 2027, that could change dramatically. In this episode, Dave sits down with financial planners Mat Bonney and Adrian to unpack one of the biggest proposed shifts to UK inheritance planning in years: the move to bring pension pots into inheritance tax calculations. What does the change actually mean? Could your pension suddenly become liable for inheritance tax? And if you ha...
13 Mar 2026
Episode 25 - Situation Update with Lance
In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications. Lance offers a grounded, no-predictions perspective on geopolitical tensions, highlighting how disruption to energy, materials, and supply chains is driving inflation, market volatility, and consumer pressure worldwide. From oil and LNG dynamics to emerging-market vulnerability, the conversation explores how conflict directly translates into economic stress. The...
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