Welcome to In the know, where our expert team talk through important financial planning topics.
The purpose of this podcast is to help you understand why everyone is financially unique, what your relationship with money is and how this is influenced. We hope that by making these discussions accessible, you are able to make more informed decisions moving forward.
Throughout this series, our discussions will feature many of our expert team, trusted professionals from other disciplines, as well as other featured guests.
Visit our website: www.lffinancialplanning.co.uk
In this episode, Ian Robinson (https://lffinancialplanning.co.uk/our-team/ian-robinson/) and Shaun Braybrook (https://lffinancialplanning.co.uk/our-team/shaun-braybrook/) discuss the role cash plays within client portfolios and the considerations to note.
Their conversation centres around several important themes, with the key talking points being:
why you should hold cash;
the appropriate level of cash to hold;
whether cash is king;
considerations;
if investments could be more suitable in the long-term;
alternatives to cash; and
the importance of ongoing reviews.
Important information
The contents of this podcast do not constitute financial advice. Please not that cash-like investments such as guilts, bonds and the Brooks Macdonald Liquid Reserve Portfolio Service do come with an element of risk and should not be treated in the same way as cash. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.
Lucas Fettes and Partners (Financial Services) Limited (“Lucas Fettes Financial Planning”) is authorised and regulated by the Financial Conduct Authority. FCA number 146279. Lucas Fettes Financial Planning is registered in England and Wales. Registered Number: 00991377. VAT Registration Number 303 0535 58. Registered address: 21 Lombard Street, London, EC3V 9AH Lucas Fettes Financial Planning is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com
29 Nov 2024
Episode 47 - Addressing the Autumn Budget announcements
Neil Clarke and Shaun Braybrook break down the Autumn Budget announcements, providing insight into the implications of Capital Gains Tax, Inheritance Tax, Pensions, and Business Relief changes for financial planning.
In this episode, Neil Clarke (https://lffinancialplanning.co.uk/our-team/neil-clarke/) is back discussing the financial markets. For this edition, he is joined by Lothar Mentel.
Key themes from the episode include:
the geopolitical landscape;
expectations concerning interest rates;
China’s ongoing struggles;
gold price trends; and
the upcoming UK Budget.
Lothar is Chief Executive Officer and Chief Investment Officer at Tatton Investment Management, who are one of our trusted investment panel.
To find out more about Tatton Investment Management, please visit their website (https://tattoninvestments.com/).
Visit our website for more content: https://lffinancialplanning.co.uk/ (https://lffinancialplanning.co.uk/)
Important information
The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.
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