The Plan for Happy Podcast

著者: Adam Walkom and Adrian Johnson
  • サマリー

  • Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth.

    Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics.

    Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years of building wealth and investing professionally.

    © 2024 The Plan for Happy Podcast
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あらすじ・解説

Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth.

Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics.

Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years of building wealth and investing professionally.

© 2024 The Plan for Happy Podcast
エピソード
  • Labour’s tax policy predictions with Nimesh Shah, CEO of Blick Rothenberg
    2024/04/23

    Today’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy.

    I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business.

    Nimesh and I dig into the announcements, rumours and reports on what we can expect potentially in a few months time. In detail we discuss.

    • The situation for non-doms and how recent announcements have already caused a stir;
    • How being a Landlord cannot get much worse;
    • The potential for small business to benefit;

    And make sure you listen to the end where we talk about the potential opportunities a new Labour government would have.

    I hope you enjoy my conversation with Nimesh Shah

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    49 分
  • Abraham Okusanya: The best way to draw a retirement income
    2024/03/26

    Today’s special guest is Abraham Okusanya, author of “Beyond The 4% Rule” and founder of Timeline portfolios.

    Abrahams’ firm Timeline now has over £4bn in assets in the portfolio and

    • Why index investing just takes market worry away.
    • How the technology revolution is only just beginning for individual investors.
    • What the best way to draw your retirement income is – focusing on different amounts at different times.

    I hope you enjoy my conversation with Abraham

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    50 分
  • Inheritance tax planning with Nick Bird of Triplepoint.
    2024/02/20

    Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint.

    If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can do as you can easily measure how much tax you can save by make a few decisions.

    In this discussion, Nick & I look into inheritance tax planning and discuss:

    • Why is estate planning so important?
    • The concept of Business Property Relief and how tax policy encourages investments into UK companies.
    • Gifting – how, when, and how much is possible.
    • Housing – the hardest asset to deal with and a few options to think about.

    And make sure you listen to the end where Nick describes a few specific investment options you can use.

    Enjoy!

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    45 分

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