HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…
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Daily Deals
The Gift of Giving: Charitable Donations and Tax Efficiency
Manage episode 455837721 series 3484739
Вміст надано clarity. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією clarity або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this special holiday episode of the clarityON Podcast, host Carrie Hughes is joined by Vicki Watson, Chartered Financial Planner at Clarity, to explore how you can make your charitable donations go further. Whether you’re interested in maximising your Gift Aid benefits, learning about tax-efficient ways to donate shares or property, or leaving a lasting legacy through your estate, this episode has something for everyone.
Tune in for practical tips to align your giving with your financial goals while supporting the causes you care about most. Discover how generosity can be rewarding—both emotionally and financially!
Read our guide to charitable giving here.
Or access Charity Aid Foundation's website here.
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Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.
Розділи
1. Introduction (00:00:00)
2. Understanding Gift Aid (00:01:06)
3. Maximising Tax Efficiency (00:02:39)
4. Charitable Giving and Inheritance Tax (IHT) (00:03:51)
5. Conclusion (00:04:47)
18 епізодів
ПоширитиManage episode 455837721 series 3484739
Вміст надано clarity. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією clarity або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this special holiday episode of the clarityON Podcast, host Carrie Hughes is joined by Vicki Watson, Chartered Financial Planner at Clarity, to explore how you can make your charitable donations go further. Whether you’re interested in maximising your Gift Aid benefits, learning about tax-efficient ways to donate shares or property, or leaving a lasting legacy through your estate, this episode has something for everyone.
Tune in for practical tips to align your giving with your financial goals while supporting the causes you care about most. Discover how generosity can be rewarding—both emotionally and financially!
Read our guide to charitable giving here.
Or access Charity Aid Foundation's website here.
Our Website
Instagram
LinkedIn
X
Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.
Розділи
1. Introduction (00:00:00)
2. Understanding Gift Aid (00:01:06)
3. Maximising Tax Efficiency (00:02:39)
4. Charitable Giving and Inheritance Tax (IHT) (00:03:51)
5. Conclusion (00:04:47)
18 епізодів
Усі епізоди
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With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast , Francisca ( Kika) Ferreria is joined by Naomi Kewell , a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline . Key topics covered: Maximising pension contributions and tax relief Using ISAs to build a tax-efficient investment portfolio Capital Gains Tax strategies to minimise liability Higher-risk investments like VCTs and EIS – are they right for you? Resources: Read our full Tax Year-End Guide Listen to our January episode on VCTs & EIS Need personalised advice? Book a free consultation at clarityglobal.com Tune in to gain practical insights and ensure you’re making the most of the opportunities available before the tax year closes! Don’t forget to subscribe, leave us a review, and stay tuned for our next episode. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
In this episode of the clarityON Podcast, Adviser Tuhin Miah and Investment Manager David Eve delve into the world of Venture Capital Trusts (VCTs) —a unique investment opportunity designed to support small, high-growth UK businesses while offering attractive tax benefits. They discuss: How VCTs work and their key features. The 30% income tax relief and other tax advantages. The risks and rewards of investing in smaller, less-established companies. Alternatives like the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) for those seeking similar incentives. Whether you’re an experienced investor or exploring VCTs for the first time, this episode offers valuable insights into how these high-risk, high-reward opportunities can fit into your financial plan. As always, it is best to speak to your clarity adviser on these investments first. To read our useful guide on VCTs, EIS & SEIS schemes here . Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
In this special holiday episode of the clarityON Podcast , host Carrie Hughes is joined by Vicki Watson , Chartered Financial Planner at Clarity, to explore how you can make your charitable donations go further. Whether you’re interested in maximising your Gift Aid benefits, learning about tax-efficient ways to donate shares or property, or leaving a lasting legacy through your estate, this episode has something for everyone. Tune in for practical tips to align your giving with your financial goals while supporting the causes you care about most. Discover how generosity can be rewarding—both emotionally and financially! Read our guide to charitable giving here . Or access Charity Aid Foundation's website here . Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Join Investment Director Glyn Bolton and Associate Technical Director Claire Brooks as they unpack the Chancellor's pivotal Autumn Budget. This episode delves into the essential updates on Capital Gains Tax, Inheritance Tax Planning, Pensions, ISAs, Stamp Duty (for main residences and second homes), Employers' National Insurance , and key reliefs like Agricultural and Business Property Relief . Perfect for those looking to understand how these changes might impact financial planning and investments. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Please contact your financial adviser if you would like to discuss any of the topics in further detail. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
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In this episode of clarityON, we explore the cornerstone of a sound financial plan - protection. We'll guide you through the main types of protection available, the critical questions to ask yourself, and the key decisions to make when choosing the right coverage for you and your family. Whether you're just starting out or revisiting your existing policies, this episode will provide the clarity you need to make informed decisions about safeguarding your financial future. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Please contact your financial adviser if you would like to discuss any of the topics in further detail. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Are you a parent or guardian looking to secure a bright financial future for your child? Tune in to our latest episode of clarityON, where we dive deep into "Investing For Children". Join Sahiba and expert financial advisor Glyn Bolton as they break down essential strategies to help you start investing wisely for your children. From understanding why investing early is crucial, to exploring the best investment vehicles like Junior ISAs and Child Trust Funds, this episode covers everything you need to know. Whether you are new to investing or looking to optimize your current approach, this episode will provide you with actionable insights. Don’t miss out—your child’s financial future starts with the decisions you make today. Listen now and take the first step towards securing a prosperous future for your family! To download our research note on investing for children click here . All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Please contact your financial adviser if you would like to discuss any of the topics in further detail. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
In this episode, Executive PA Carrie sits down with Financial Adviser Glyn to explore the essentials of retiring well. They discuss critical topics such as effective budgeting, the key financial information needed to craft your own retirement plan, potential future uncertainties that might impact your retirement, and additional considerations to ensure a secure retirement. For a comprehensive guide on how to retire well, access our resource here: Retirement Guide 2024 . If you're interested in learning more about our Wealth Plan, visit the following link: Wealth Plan Information . All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Join Adviser Glyn and Paraplanner Sahiba as they explore residential property investment in the modern market and how it differs from commercial property. Click the link below to our research note if you want to learn more! https://website-public-assets.clarityglobal.com/saleswebsite/research/residential_property_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Listen in as Glyn Bolton and clarityON newcomer, IFA Administrator Joe Howe discuss equity investment in today's world. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/equity_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
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clarityON
Join Investment Director Glyn Bolton and Investment Manager David Eve as they discuss fixed interest and the current climate for fixed interest investments. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/fixedinterest_and_indexlinked_investment.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
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clarityON
Join Glyn Bolton and our newest adviser Tuhin Miah in discussing risk when it comes to wealth management and investing, including the various pitfalls one may succumb to when it comes to portfolio diversity. Click the link below to our research note if you want to learn more! https://www.clarityglobal.com/sites/default/files/research/notes/asset_allocation_risk_return.pdf All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Join clarity CEO Angus Jones and Operations Manager Louise Challis as they discuss the need for an IFA, covering key information about the industry and when may be best to look for financial advice. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
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Learn about defined benefit pensions as paraplanner Jessica Lelew and our resident DB expert senior paraplanner Andrew Kemp provide an in-depth overview of the topic, including how it differs from DC pensions. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Join financial adviser Vicki Watson and paraplanner Taylor Aspinall as they discuss workplace pensions, all that they involve, and actions you can take in managing yours. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
Join financial adviser Daniel Smith and paraplanner Sarah Compton-Hall as they go into depth about the WealthPlan, a powerful financial planning and cashflow modelling tool. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. Our Website Instagram LinkedIn X Performance Disclaimer: Past performance is not an indication of future performance. The value of your investments can go down as well as up. Legal Disclaimer: Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone. All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice. clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information. Please contact your financial adviser if you require further support or assistance with any of the topics raised.…
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Daily Deals
Daily Deals
Player FM - додаток Podcast
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