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Kia Commodore founded financial education platform Pennies to Pounds at the age of 21, when she realised there was a major gap in her own knowledge: money matters.

She has since grown a significant social following and worked with the likes of Barclays, Natwest, Santander and Legal and General, the BBC and the Financial Times on her mission to demystify personal finance.

So she was the perfect candidate to discuss the things you need to know but were afraid to ask about retirement planning and pensions, as part of our series on ‘How to make the most of your money’ sponsored by Cohort Invest.

We covered topics including:

• Why you can’t just rely on the state pension and auto enrollment
• How to take control of your financial future and get start planning for your retirement
• How to avoid common mistakes, and why now is the time to start thinking about pensions, if you haven’t already
• The tax benefits of diverting income to your pension
• De-mystifying the jargon, from triple lock to SIPPs
• My personal favourite: FIRE, and how to be part of this global movement.

Sponsor website: https://cohortinvest.co.uk/
Guest website: https://www.penniestopounds.co.uk/
Guest LinkedIn: https://www.linkedin.com/in/kia-commodore-34205a11a/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Host website: https://www.greenresi.com/

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Ann-Marie Atkins is a Managing Partner and award-winning Financial Planner at Evelyn Partners. She came on the podcast as part of our series on ‘How to make the most of your money’ sponsored by Cohort Invest, to discuss the things you need to know but were afraid to ask about inheritance.

We covered topics including:

• What exemptions are available for Inheritance Tax
• Trusts, Family Investment Companies and other structures which mean you don’t need to pay Inheritance Tax
• When should you start thinking about your Will, and what happens if you don’t
• Tips and tricks for how to have awkward conversations, to avoid stress and drama later
• How to protect and pass on wealth under a Labour government

Sponsor website: https://cohortinvest.co.uk/
Guest website: https://www.evelyn.com/
Guest LinkedIn: https://www.linkedin.com/in/annmariebanks/
Host LinkedIn: https://www.linkedin.com/in/annaclareharper/
Host website: https://www.greenresi.com/

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I spoke to Allen Chilten, Global Head of Capital Formation at the £750bn Schroders Capital, previously Head of Funds at Patrizia.

In this episode we covered topics like:

• What kind of returns, and what magnitude do investors expect from Living?
• How do returns from different UK Living strategies compare with one another, and the returns available from other geographies? What are the factors that investors consider significant?
• What makes a best-in-class ‘living’ platform, which others can learn from?

Guest website: https://www.schroderscapital.com/en/global/professional/

Guest LinkedIn: https://www.linkedin.com/in/allen-chilten-48ab596/

Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

Host website: https://www.greenresi.com/