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Description
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management.
In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance.
But clarityON goes beyond numbers and charts; we're passionate about demystifying complex financial concepts and making them accessible to all. We believe that financial literacy is the key to unlocking your true wealth potential.
Subscribe now to clarityON or find out more at www.claritglobal.com and remember, when it comes to wealth management, clarity is key!
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.
26 Episodes
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The Budget 2025: What It Means for Your Financial Plan After months of speculation, the Chancellor has finally delivered the 2025 Budget and while some feared sweeping changes, the reality is more nuanced. In this episode of clarityON, Chartered Financial Planner Daniel Smith is joined by Claire Brooks, Associate Technical Director at clarity, to break down what stayed the same, what’s changing, and what it all means for your financial planning. What we cover: What didn’t change: Income tax r...
In this episode of the clarityON podcast, host and clarity Adviser Naomi Kewell is joined by guest expert Alexandra Miles to unpack the gender investment gap. Why it exists, how women's life paths shape their financial journeys, and what can be done to change it. The discussion covers structural and societal factors contributing to this gap, such as career breaks, part-time work, and caregiving responsibilities, as well as differences in industry pay. Alexandra shares worrying statistics on t...
Capital Gains Tax (CGT) may not be the most exciting topic but ignoring it could cost you. In this episode of clarityON, Carrie Hughes is joined by Senior Financial Adviser Dan Smith to demystify the CGT rules, highlight the changes you need to know for 2025/26, and share practical planning tips that could help you reduce your tax bill. What we cover: What CGT is, who it affects, and why it matters more now than everHow CGT is calculated, especially for property and investmentsCommon myths an...
In this episode of clarityON, Chris Finch (Investment Analyst at clarity) is joined by Glyn Bolton (Investment Director at clarity) to explore how President Trump’s dramatic return to the White House has impacted global markets and economies in just six months. From sweeping executive orders and aggressive tariff policies to shifting market dynamics, gold rallies, and a weakening US dollar, Chris and Glyn unpack what’s happened so far and what it could mean for investors, especially those in ...
In this episode of clarityON, Senior Investment Management Services (IMS) Administrator Francisca (Kika) Ferreira and Chartered Financial Adviser Tuhin Miah consider a crucial question for investors: Why should you consolidate your investments? With portfolios increasingly scattered across multiple platforms, investment consolidation isn’t just about tidiness—it’s a powerful strategy for gaining clarity, reducing costs, and taking better control of your financial future. We explore: How...
In this episode of clarityON, Chartered Financial Adviser Vicki Watson and Senior Paraplanner Andrew Kemp unpack everything you need to know about Individual Savings Accounts (ISAs) — one of the UK’s most tax-efficient tools for saving and investing. From the basics of Cash ISAs and Stocks & Shares ISAs to the ins and outs of Lifetime ISAs, Junior ISAs, and Flexible ISAs, Vicki and Andrew explain the benefits, rules, and strategy behind each option. They also discuss recent changes, poten...
In this episode of clarityON, CEO Angus Jones is joined by Daniel Smith, Chartered Adviser, to help you make sense of the new tax year. Together, they explore what has changed, what is on the horizon, and how to plan ahead with confidence. Topics include: Key tax year changes to be aware ofThe latest on pension legislation updates coming in 2027 — and how to start preparing nowA look at the ongoing discussion around changes to Cash ISAsHow making the right pension contributions can help ensur...
In this episode of clarityON, we’re taking a deep dive into clarityONLINE, our secure, all-in-one digital portal designed to give you a complete view of your financial world. Host Leila Photiou, Digital Marketing Manager, is joined by Gordon Jones, clarity’s Chief Technology Officer, to explore how clarityONLINE empowers clients to track investments, manage assets, collaborate with advisers, and take control of their financial future, all in one place. What you'll learn in this episode: ...
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) Ferreira 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 reliefUsing ISAs to build a tax-efficient investment portfolioCapital Gains Tax strategies...
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 Sche...
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 g...
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 investm...
In this episode of clarityON, Join our Investment Director, Glyn Bolton and Paraplanner, Sahiba Kohli 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 deci...
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, Paraplanner at clarity and clarity's Investment Director, 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...
In this episode, Executive PA Carrie Huges sits down with Financial Adviser Glyn Bolton 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 ...
Join Investment Director Glyn Bolton 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 shoul...
Listen in as Investment Director 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 finan...
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 misc...
Join Investment Director Glyn Bolton and our Chartered 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 informati...
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 Book Your Free Consultation Instagram LinkedIn Facebook YouTube Perfor...
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