
The start off a new tax year means we have some new tax allowances to take advantage of. One of those is the £20,000 ISA allowance.
In this episode of Money Plan, Clare Francis talks with Holly Mackay, CEO and founder of Boring Money, to look at what ISAs are, how they work, their benefits, and how to use them to help grow your money over time.
Apr 6, 2023
26 min

Many people understand the importance of diversity when it comes to investments, yet so few find it within the businesses in which they invest or even their workplace. To mark International Women’s Day and in collaboration with Rise Fintech Podcast (https://rise.barclays/), we look at the importance of seeking diversity, specifically with gender and women in business.
In this special episode of Money Plan, Clare Francis is joined by Nicky Eggers, CEO of Barclays Wealth Management & Investments, and Carolyn Hicks, founder and CFO of Brill Power, to share their experiences as women in business and what can be done to improve gender diversity.
Mar 1, 2023
31 min

With rising costs, on-going war in Ukraine, and a global economy plagued by uncertainty, many are questioning whether it’s a good time to keep their money invested or even start investing.
In this episode of Money Plan, Clare Francis is joined by Miles Sherry, Wealth Manager, and Maya Welford, Behavioural Finance Expert, to discuss why it pays to stay invested and the steps you can take that may help remove some of the worry that external events and stock market movements can create.
Jan 27, 2023
23 min

With inflation high and stock markets volatile, many people are understandably worried about their finances. In times of uncertainty, it is natural to feel unnerved, especially when rising prices are hitting your wallet and many investors are in a quandary. Is now the time to be putting more money into the stock markets, and should they even stay invested?
In this episode of Money Plan, Clare Francis is joined by Miles Sherry, Wealth Manager, and Maya Welford, Behavioural Finance Expert, to look at the emotional toll that investing can take and how to remain calm and not do something you may later regret.
Nov 2, 2022
20 min

The cost of living crisis is putting an unprecedented pressure on households – many people are looking to reorganise their finances to adapt, including managing any possible inheritance. According to new research from Barclays, over 75% of 40-year-olds have already received some form of inheritance from their parents and many are choosing to use the money they receive to help with living costs.
In this episode of Money Plan, Clare Francis is joined by Sam Beach, Wealth Manager, and Lee Platt, Senior Wealth Planner, to look at the importance of inheritance tax planning and how baby boomers can use some of their wealth to help the younger generations today.
Oct 4, 2022
24 min

When it comes to investing, starting on the right foot can make all the difference. Even if you already know investing is right for you, sometimes that first step into committing your cash can feel daunting. In this episode of Money Plan, Clare is joined by Rob Smith, Head of Behavioural Finance, and Miles Sherry, Wealth Manager, to talk about how to best begin investing your money, what you should look for, and what you should avoid, so that you start invest your investment journey confidently.
Aug 9, 2022
27 min

Talking about pensions and retirement is never going to be the sexiest topic to talk about – for younger people, it’s often a conversation killer that can make eyes glaze over because it doesn’t seem relevant, while for those who are older, it can prompt feelings of worry and regret. But as we cover in this episode of Money Plan, putting in some effort to think and plan for retirement is likely to be time well spent. And while it’s never too late, the earlier you do it the better.
Jun 20, 2022
31 min

Thinking of investing but don’t know where to start or maybe you’re worried because it seems very complicated and risky? Don’t worry you’re not alone. In this episode of Money Plan, we talk with Emilie Bellet, author of You’re Not Broke, You’re Pre-Rich and founder of Vestpod, an online community which aims to empower women financially, about how to overcome some of the barriers that may be putting you off from investing.
May 24, 2022
30 min

When it comes to investing, many people are nervous. Whether it’s not knowing how to start, or being worried about getting it wrong in case you lose money, there are lots of reasons why people feel they need help. So what support and advice is available? In this episode of Money Plan we talk to Holly Mackay from Boring Money and Rob Smith, Head of Behavioural Finance at Barclays, about the options that could help you with your financial decisions.
Mar 30, 2022
26 min

Pension vs ISA (Individual Savings Account) - It's a common debate but does it have to be either or? In this episode of Money Plan, we look at the role both can play when you're planning for your future.
Feb 28, 2022
22 min
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