Technical Connection

Techlink in Conversation

A deeper discussion with our authors to understand the key implications of the most popular bulletins on Techlink Professional

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Szerző

Technical Connection

Kategória

Business

A podcast weboldala

techlink.podbean.com

Legutóbbi epizód

2024. jún. 6.

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Epizódok

Techlink in Conversation Podcast – Episode 16 – Research Series - Adam Johnson 12.11.2021

Eddie Grant and Adam Johnson discuss vulnerable consumers in financial services, research completed by Adam to support his MSc in Finance.

Techlink in Conversation Podcast - Episode 15 - Autumn 2021 Budget review 09.11.2021

Eddie Grant is joined by Claire Trott and Tony Wickenden to discuss the Autumn 2021 Budget and the implications of all this year’s for financial planners and their clients.

Techlink in Conversation Podcast - Episode 14 - Barbara Gardener 02.11.2021

Eddie Grant and Barbara Gardener discuss the Trust Registration Service which will impact a significant number of new and existing trusts.

Techlink in Conversation Podcast – Episode 13 – Tony Wickenden 03.09.2021

Eddie Grant and Tony Wickenden discuss a planners guide to the 7 habits to highly effective people.

Techlink in Conversation Podcast – Episode 12 – Simon Martin 21.04.2021

Eddie Grant and Simon Martin discuss Strategic corporate planning ideas for business owners.

Techlink in Conversation Podcast - Episode 11 - Post Budget Review 12.03.2021

Tony Wickenden is joined by John Woolley & Claire Trott to discuss the changes that were proposed in the budget with relevance to financial planners. 

Techlink in Conversation Podcast - Episode 10 - March 2021 Budget Preview 17.02.2021

Tony Wickenden is joined by John Woolley & Claire Trott to discuss the potential hot topics of the March 2021 Budget.

Techlink in Conversation Podcast – Episode 9 – Niki Patel and Barbara Gardener 17.12.2020

Eddie Grant, Niki Patel and Barbara Gardener discuss loan trust the options and planning considerations.

Techlink in Conversation Podcast – Episode 8 – John Woolley 20.11.2020

Eddie Grant and John Woolley discuss taxation of investment bond encashments post Silver case.

Techlink in Conversation Podcast - Episode 7 - Tony Wickenden 29.10.2020

Eddie Grant and Tony Wickenden discuss the core strength of protection planning underpinning wealth management.

Techlink in Conversation Podcast – Episode 6 – Eddie Grant 08.10.2020

Claire Trott and Eddie Grant discuss the highly topical better vulnerable client outcomes and the recent Boring Money value of advice research.

Techlink in conversation Podcast – Episode 5 – Niki Patel 02.10.2020

Eddie Grant and Niki Patel discuss the highly topical Child Trust Fund and investing for children. 

Techlink in Conversation Podcast – Episode 4 – Barbara Gardener 25.09.2020

Eddie Grant and Barbara Gardener discusses the impact of the pandemic on trusts, trustees and settlors.   

Techlink in Conversation Podcast – Episode 3 – John Woolley 28.08.2020

Claire Trott and John Woolley discuss IHT on Pension Transfers in serious ill-health and the impacts of the Staveley case going forward.

Techlink in Conversation Podcast – Episode 2 – Tony Wickenden 24.08.2020

Eddie Grant discusses government support measures, era of higher taxation and effective use of tax wrappers.

Techlink in Conversation Podcast – Episode 1 – Andrina Nisbet and Simon Martin 05.08.2020

A review of the recent popular and topical bulletins on Techlink professional.

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