💸 As part of our new series, we get into the topic of death. While many of us avoid thinking about our own mortality, it's crucial to plan for the unexpected. What happens if we were to pass away tomorrow? How can we protect our assets? And how can we care for aging parents at the end of life? Join us with Abigail Banks, Senior Chartered Financial Planner at The Private Office, as we discover the significance of estate planning and delve into topics such as life insurance, digital assets, trusts, and the importance of regularly updating your estate plan.

💸 In this episode, we dive into the often tricky and emotionally charged topic of money and relationships. Our expert guest shares insights on managing joint finances, communicating effectively about money, and aligning financial goals with your couple goals. We also explore practical strategies for optimising tax benefits, the cost of being single, navigating divorce, and more. Join us with Abigail Banks, Senior Chartered Financial Planner at The Private Office as we delve into the importance of every aspect of relatonships (whether you are in one or not) when it comes to our financial health.

💸 Debt can feel overwhelming and like it's weighing you down, but it doesn't have to be that way. In this episode, we discuss the different types of debt that women face, as well as strategies for paying it off and avoiding common misconceptions. From student loans to mortgages, we provide tips and advice for managing debt at every stage of life.

💸 In this week's episode, Chartered Financial Adviser Lisa Conway-Hughes shares her expertise on tax-efficient saving and investing, pensions, and the art of gifting. Discover how to navigate the often anxiety-inducing task of filing tax returns while gaining a fresh perspective on financial strategies.

💸 In our hectic culture of hustling and overworking, it can feel like striking a balance between earning enough, feeling happy with our wealth - AND feeling rested and physically fit - are things that are incompatible if not impossible. 

In this episode, we speak to Helena Wardle - Founder of Money Means as well as Partner and Chartered Financial Planner at Smith and Wardle - about finding that golden balance between money and our well-being, how to avoid lifestyle creep and still feel fulfilled, the best ways to avoid retail therapy and more.

💸 In the coming three decades, an estimated £5.5 trillion is projected to transition between generations as the baby boomer population diminishes. This remarkable event has been recognized as the largest wealth transfer ever witnessed in the history of the United Kingdom.

In this episode with Lisa Conway-Hughes, we talk about vital strategies for navigating this complex process, covering topics such as protecting your financial future, maximising savings, securing insurance, and safeguarding against scams. We also explore the personal dynamics of inheritance.

📈In this episode, we delve into the world of investing. Join us as Helena Wardle, Founder of Money Means and Partner and Chartered Financial Planner at Smith and Wardle, shares insights and strategies to bolster your investing confidence and broaden your portfolio. Together, we'll explore the significance of diversification and learn how to strike the right balance between risk and return. In a high-interest rates environment, we'll address the dilemma of whether to prioritise mortgage repayments or continue investing.