The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance.

Hosted by Phil Anderson

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Episodes

175

Latest episode

Sep 2024

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About the show

This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil shares plenty of hints and tips to help you get the most out of your money.

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60 recent

September 16, 202428 min

Ep 175 - The Last Broadcast

After over four incredible years and 175 episodes, we’ve reached the final chapter of The UK Personal Finance Show with Phil Anderson. In this special episode, Phil and John take a look back at some of the most memorable moments, insightful conversations, and valuable lessons shared along the way. We reflect on the impact the show has had, share some personal highlights, and offer final thoughts on the future of personal finance in the UK. While this may be our last broadcast, the advice and inspiration we've shared will continue to help you make informed financial decisions for years to come.Thank you for being part of our community – it’s been a pleasure and a privilege.It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

August 26, 202426 min

Ep - 174 - Selling a business

In this episode, we dive into the essential steps and strategies for selling your business. From preparing your company and determining its value to understanding tax implications and structuring the sale, we cover it all. Discover how to minimise your tax burden, set clear financial goals, and invest the proceeds wisely. Whether you’re contemplating a sale or are in the midst of negotiations, this episode offers valuable insights to help you achieve a successful and profitable business transition.It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

June 17, 202433 min

Ep 173 - Driving Savings: Exploring Salary Sacrifice Schemes for Electric Vehicles

We delve into salary exchange schemes for electric vehicles, highlighting how these enable employees to drive electric cars while saving on taxes and reducing their carbon footprint. We explore the financial benefits for both employees and employers, the positive environmental impact, and share insights from industry experts Darren Woodall and Michael Hook from GoFor. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

May 20, 202448 min

Ep 172 - Property Opportunities with David Liddell

On the podcast this week we delve into the world of property opportunities. Our guest expert, David Liddell from Liddell Property Investments, joins us to explore the lucrative realm of converting properties into AirBNBs and guest houses. Discover insider tips, valuable insights, and expert advice on maximising your property investments.It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

April 22, 202433 min

Ep 171 - Money And Mental Health: Breaking The Taboo

We delve into the often-overlooked intersection of money and mental health. We explore the taboo surrounding discussions about mental wellbeing in relation to personal finance. From the impact of financial stressors on mental health to debunking common myths, Phil looks to shine a light on the importance of addressing these issues openly and honestly. Discover practical strategies for managing financial stress, prioritising mental wellbeing, and rebuilding resilience in the face of adversity. Tune in to gain valuable insights and inspiration for navigating the complex relationship between money and mental health.It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

March 25, 202425 min

Ep 170 - Spring Budget 2024

We look at the recent Spring Budget to see how it impacts from a financial planning perspective. Areas covered include cost-of-living measures, personal tax, savings, pensions and property tax. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

February 26, 202428 min

Ep169 - Financial planning for the tax year end

We look at the various tax allowances and reliefs available for the tax year and Phil shares some financial planning tips to help reduce your tax bill. Some of the areas covered on this podcast include ISA’s, pensions/retirement planning, capital gains tax and inheritance tax. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

January 22, 202443 min

Ep 168 - Money Mindset

Phil goes through some of the things that he has learned over the years from various coaches, speakers and books. He discusses techniques to help you improve your wealth and mindset to succeed with your finances. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

December 11, 202349 min

Ep 167 - An introduction to retirement planning

On this podcast we look at helping you prepare for the lifestyle you want in retirement. We discuss areas such as how much money will you realistically need to live on, at what age do you want to retire and retirement bucket lists. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.

December 4, 202326 min

Ep 166 - Autumn Statement 2023

Financial Adviser, Andrew Scouller, joins John this week to look at the recent Autumn Statement. We look at how this impacts people from a financial planning viewpoint and Andrew covers the key changes that are coming. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for information only. We cannot assume legal liability for any errors or omissions it might contain. No part of this podcast may be reproduced in any manner without prior permission.