Techlink in Conversation

Techlink in Conversation Podcast – Episode 16 – Research Series - Adam Johnson 12.11.2021 17:50 ↓

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 40:22 ↓

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 32:54 ↓

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 27:42 ↓

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 23:14 ↓

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 30:42 ↓

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 46:55 ↓

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 29:24 ↓

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 23:33 ↓

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 20:56 ↓

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 20:30 ↓

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 19:40 ↓

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 25:05 ↓

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 19:57 ↓

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 25:57 ↓

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 24:15 ↓

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