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Insights
Wisdom Shared podcast
Tune in as we host various guests to explore topics affecting the adviser community and to hear our latest views on investment markets.
Adviser reaction: Labour’s plan to incorporate pensions into inheritance tax
We spoke to Rebecca Bonner, Director & Independent Financial Adviser at Trigpoint Financial Planning, and asked her to share her...
Nathan McKerlie
Nov 20, 20243 min read
Adviser reaction: Labour’s first budget in 14 years
The effects of the much-anticipated Labour budget are beginning to sink in. We spoke to Rebecca Bonner, Director & Independent Financial...
Nathan McKerlie
Nov 20, 20243 min read
Understanding anxiety and decision making with Dr. Hannah Critchlow
Welcome to another episode of Wisdom Shared. Today, we are joined by Dr. Hannah Critchlow, a neuroscientist, author, and broadcaster, to...
Victoria Hayes
Nov 19, 20241 min read
Trumps election victory
In this episode of Wisdom Shared, hosts Charlie Parker and Fahad Hassan discuss the immediate aftermath of Donald Trump's victory in the...
Victoria Hayes
Nov 19, 20241 min read
The Big Three (November 2024)
1. Trump’s Trifecta Triumph The polls may have said the US election was heading for a dead heat, but in the final reckoning, Donald Trump...
Charlie Parker
Nov 15, 20242 min read
US Markets Surge as Trump Reclaims White House
Global financial markets delivered a decisive verdict on Donald Trump's return to presidency, with America's domestically focused...
Fahad Hassan
Nov 7, 20242 min read
US election preview: Bumpy days ahead
It has cost just shy of $16 billion, led to two assassination attempts, forced the departure of a sitting president, and caused Americans...
Charlie Parker
Nov 4, 20244 min read
Capital gains tax: A small change with much drama
One of the key groups that risked paying a high price for the government’s requirement to target niche taxes is of course those people...
Charlie Parker
Nov 1, 20244 min read
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