Expect conversations about passing wealth on well, decisions families wrestle with over generations, and the odd detour into whatever the Chesterton House team is working on or reading about that week.
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#01 Why this podcast, pensions and IHT changes, and a visit to Equality Action charity
In this episode:
0:27 – Welcome and why this podcast
5:21 – Sam and Jenny discuss the upcoming pension and inheritance tax changes
14:48 – Jenny and Andy on how the changes could mean being taxed at up to 90% on your pension fund
19:33 – Conversation with the team at Equality Action
33.27 - Supporting our Foundation - Riviera Travel Affinity Scheme
36.53 - End
Summary
Chairman Andy Jervis and marketing manager Jenny Jervis open this first episode by welcoming Sapphire, the newest member of the Chesterton House team, and discuss why we're launching a new podcast and what it will contain.
April 2027 brings big changes to pensions and inheritance tax, and many of our clients will feel the impact. Jenny sat down with financial planner Sam Harrington to get a clear picture of what's changing and what you can do about it now.
Later, Andy and Jenny break down how the layers of tax involved could mean your pension fund being taxed at up to 90% in some cases, a number worth knowing before your circumstances change.
In July, the Chesterton House Foundation awarded a £1,000 grant to Equality Action. Andy and Jenny visited the charity's offices on Nottingham Road in Loughborough to meet chief executive Varsha Parmar, vice chair Geetha Bala, NHS talking therapies project officer Zee Sattar, and EmpowHer project officer Minara Rahman. They talked about the work Equality Action does in local communities, how it started, and how it's changed since then. Listen to their conversation to learn more about this longstanding and effective charity.
One way to support the Foundation is by going on holiday! Andy and Jenny explain Riviera Travel's Affinity Scheme and how it works.
If you want to follow up...
To get financial advice, we offer a free initial phone call with one of our qualified Financial Planners. Click here to book yours.
To learn more about the Chesterton House Foundation click here.
For anything else, contact us here.
You can download the transcript for this episode here.
23 Mar 2026
Meeting Mary Baird, Author of Daisy's Doings
We sat down with our client Mary Baird to talk about her children's book, Daisy's Doings.
Aimed at 3 to 5 year olds, the story follows Daisy on a shopping trip with her mum. She brings along her favourite toy — though she doesn't know what it's called, so she simply calls it her "Doings". Along the way, different people offer their own ideas about what it might be called.
With its gentle repetition and simple, engaging language, Daisy's Doings works well for early readers and story time, supporting young children as they build confidence with words.
Mary says the idea arrived in its own way — as many good stories do — and grew from there.
One of the best parts of our work at Chesterton House is seeing our clients' goals come to life — and Mary's book is a wonderful example of that.
Daisy's Doings is available now on Amazon and Waterstones.
You can follow Mary on Instagram @marybaird0306 or Facebook @mary.baird.7773.
17 Mar 2026
What Does the Middle East Conflict Mean for Your Money?
If you've been watching the news lately, you'll have seen troubling developments in the Middle East. The human cost is tragic. The geopolitical implications are serious. And if you've got a pension or investments, you might be wondering: what does this mean for my money?
In this issue Andy Jervis explores the impact of previous geopolitical events, and suggests how you should respond.
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