Shows
Advice Guru Lending PodcastBen Mason CEO of Kinherit Ben and I discuss his Wills, Trusts and Power of Attorney business.2024-02-1530 min
Financial Planner Life PodcastThe Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their ClientsThis week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member and allows timely support from the client's Financial Adviser. By 2027 it’s expected that wealth transfer...2022-11-1826 min
Tony Talks Wealth PodcastFed Up With Your Nine-To-FiveThere are many factors that can influence when someone decides to retire, which Tony will explore in more detail in this episode. For some, it might be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle. However one of the most common factors that determines when people choose to retire is definitely their age. So with that in mind, what is the most popular age to retire early? KEY TAKEAWAYSThe most popular age currently to choose to retire is 60.More than h...2022-06-1308 minTony Talks Wealth PodcastLifetime TransfersIn the last in his series on estate planning Tony explains the use of Lifetime Transfers to decrease the eventual tax liability left to your inheritors by giving away funds before your passing. However, there are still liabilities payable depending on when you pass. KEY TAKEAWAYS Inheritance tax exemptions can be achieved by means of making certain exempt transfers which apply in a number of cases, including wedding gifts, life insurance premiums, gifts to your family and charitable giving. If appropriate, you can transfer some of your assets while you're alive.Gifts to...2022-06-0610 minTony Talks Wealth PodcastLasting Power of AttorneyIn this episode Tony continues further on his estate planning series with an explanation of the lasting power of attorney (LPA). These agreements allow individuals to make decisions that can effect them in the unfortunate event that they are incapacitated from making those decisions themselves. KEY TAKEAWAYSAn individual can create an LPA covering all their affairs or just their health and welfare. At the point the appointed attorney believes their donor is losing their mental capacity they must apply to The Office of Public Guardian to register the LPA to attain continuing authority.A co...2022-05-3011 minTony Talks Wealth PodcastMaking a Will - Leaving Your Legacy BehindTony continues his series on estate planning with the consideration of making a will. Talking about your death with relatives and professionals is a difficult conversation to have, but it is vital if your wishes are to be respected and enacted upon your passing. KEY TAKEAWAYSUnmarried couples have no right to any of the estate if there is no will. A will is essential to mitigate a potential inheritance tax liability.Where a person dies without a will the distribution of the assets is subject to statutory rules called intestacy.A consequence of int...2022-05-2310 minTony Talks Wealth PodcastWhy Make a Will and Lasting Powers of Attorney ?Tony continues with his series on inheritance and safeguarding your estate for your family with this episode on why wills and power of attorney agreements can be vital. KEY TAKEAWAYSIf you don't create a will in readiness for your passing your estate could be inherited by someone you had not envisioned taking over your wealth and assets.The Health and Welfare Lasting Power of Attorney allows you to appoint an attorney to make decisions about matters such as your medical care, where you live, your daily routine such as what you eat and wha...2022-05-1607 minTony Talks Wealth PodcastThe Inheritance Tax TrapMore and more families are becoming subject to Inheritance Tax currently and it has become increasingly important to make plans for this eventuality in balance with your other financial priorities. Tony talks how you can reduce your families Inheritance Tax liability and how the current rules affect you. KEY TAKEAWAYSInheritance Tax was introduced in 1986 replacing the old Capital Transfer Tax which itself replaced Estate Duty.The Government has frozen the 325k lifetime exemption allowance, which has resulted in inflation eroding this total over time. Money left to spouse or to a registered civil pa...2022-05-0907 minTony Talks Wealth PodcastIntergenerational Wealth Transfer PlansContinuing with the topic of estate planning, Tony discusses the importance of Intergenerational Wealth Transfer Plans in the current climate of rising net worth and mortality rates. The earlier you put your plan in place the less you will have to give to the tax man in Inheritance Tax. KEY TAKEAWAYSBy 2027 it is predicted that wealth transfers will nearly double from £69 billion to £115 billion.Unplanned Inheritance arrangements can cause conflicts that can create rifts within the family. Children may have been expecting to receive a certain amount of money from their parents.Ensure the...2022-05-0209 minTony Talks Wealth PodcastHow To Keep Wealth In The FamilyTo keep wealth within your own family, Tony explains how to make suitable plans for how much you can safeguard for the people that you care about on your departure. Inheritance tax can cost families thousands of pounds but there are ways to legally avoid paying this tax. KEY TAKEAWAYSWithout making suitable plans your loved ones could face the prospect of paying 40% tax on the value of everything you leave for them above a certain threshold.Estate planning gives you control over what happens to your assets when you pass away. It also en...2022-04-2511 min
KinKast from KinheritKinKast #29 - Jacqueline BerryEnd-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.It examines everyday challenges, from running a business, self development, getting on the property ladder to deal...2021-10-2720 min
FTAdviser PodcastHow to approach later-life planningWe know there is a gender pay gap - and therefore there is a gender pension gap that needs to be filled. But often we forget that this lack of funding for women in retirement can also lead to a poorer outcome for women needing care in later life. So how can advisers help women get on a better financial footing in retirement? And what is needed to help educate female clients about their financial needs later on in life? Joining Simoney Kyriakou, senior editor of FTAdviser, to discuss these questions is Ben Mason, chief executive of Kinherit; Will Hale, ch...2021-09-1327 min
KinKast from KinheritKinKast #28 - Sophia AliSophia Ali - Known unknowns - What is CBD?
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It examines everyday challenges, from runn...2020-11-0600 minKinKast from KinheritKinKast #27 - Katie MossKatie Moss - From Private Banker to provider of time.
We know time is limited but what if someone could give you some time back. In this episode of Known Unknown Katie Moss of Otium Concierge talks through the time revolution and the increasing use of Concierge services.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts in...2020-10-3000 minKinKast from KinheritKinKast #26 - Danny MatthewsBen talks to Danny Matthews of DannyandCo.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It examines everyday challenges, from running a busi...2020-10-2300 minKinKast from KinheritKinKast #25 - Mark TerrellBen talks to Mark Terrell, founder and creator of the Reluctant Leader Academy
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It exam...2020-10-0200 minKinKast from KinheritKinKast #24 - Jamie BreeseBen talks to Jamie Breese of Evolution Business Networking.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It examines everyday challenges, from runn...2020-09-111h 03KinKast from KinheritKinKast #23 - Stephen BungayBusiness Strategy and the Prussians - Business strategist and military historian Stephen Bungay shares his insights on how the word of business has a lot to learn from military history in dealing with the known unknowns.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve co...2020-09-0459 minKinKast from KinheritKinKast #22 - Taking a break!Taking a break, but back soon!2020-08-1200 minKinKast from KinheritKinKast #21 - Michael TriggTake the nerves away from public speaking.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It examines everyday challenges, from running a busi...2020-08-0550 minKinKast from KinheritKinKast #19 - Sam OakesRecruitment was never meant to be easy - Financial Services an ever changing industry
Sam Oakes joins to discuss how he built recruitUK with business partner Stuart Leaney. They cover off the changing face of financial services and the challenges of running a business.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant an...2020-07-221h 01KinKast from KinheritKinKast #18 - Phil LewisPhil Lewis - Don't stop the party!!
Covid 19 doesn't mean businesses should hit pause, shut doors and hide. In the last 14 weeks Phil has spoken, advised and reached 130k people across the globe helping them to understand the importance of leadership in their company through this economic downturn.
This episode is a Fireball of help, wise words and assistance. Enjoy!
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on su...2020-07-1355 minKinKast from KinheritKinKast #17 - Mala Clare BrinsdenNot all end of life planning has to look the same - Ben talks to Mala Clare Brinsden of No Regrets
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The En...2020-07-1038 minKinKast from KinheritKinKast #16 - Nick HemsNick Hems - Style and Substance
Ben and Nick sit down to talk what it means to be a man in 2020 - Style, sex appeal, being a father and challenges to our mental health.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve co...2020-07-0357 minKinKast from KinheritKinKast #15 - Fanny SnaithBen talks to money coach Fanny Snaith
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It examines everyday challenges, from running a busi...2020-06-3056 minKinKast from KinheritKinKast #14 - Adrian StalleyA conversation with Adrian Stalley of Ultimate Finance. We will be looking at what life has been like for one to the leading asset based lenders in the UK, working through ever changing government guidance and being a great employer.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who ca...2020-06-1953 minKinKast from KinheritKinKast #13 - Sunjay SinghSunjay and Ben talk about promoting businesses and provide tips on content they can produce and distribute to fight their way out of the covid economy.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational sp...2020-06-1747 minKinKast from KinheritKinKast #12 - Debbie Bell & Vicky GardnerBen sits down with Debbie Bell & Vicky Gardner of Ziabia to discuss the hard hit events industry.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alis...2020-06-1245 minKinKast from KinheritKinKast #11 - Robin WaiteRobin Waite of Fearless Business Coaching - He spoke about value, pricing and having the confidence to charge more.
While we discussed advice for all businesses we did have a dive into service based firms with sectors including web designers, graphic designers, physiotherapists, personal trainers and other therapists.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Ex...2020-06-0844 minKinKast from KinheritKinKast #10 - Simon KellyBen talks to Simon Kelly of Excellect on people management & being a boss
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It e...2020-06-051h 01KinKast from KinheritKinKast #9 - Alison EdgarSales - If you don't sell you don't have a business.
Ben Mason sits down for a chat with best selling author and sales trainer Alison Edgar.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Ph...2020-06-0356 minKinKast from KinheritKinKast #8 - Gary Keating & Mark TerrellBusiness - How, why and when
In the second and final part of business week Ben spoke with Mark Terrell (Reluctant Leader Academy) and Gary Keating (action Coach Bristol) to discuss motivation and execution in businesses. We spoke leadership, money, success and failure.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant an...2020-05-2946 minKinKast from KinheritKinKast #7 - Phil LewisBen talks with Phil Lewis, an award-winning strategist, speaker, author, mentor and business leader.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Phil Lewis, motivational speaker and amazon best seller The Entrepreneur’s Godmother Alison Edgar.
It e...2020-05-261h 04KinKast from KinheritKinKast #6 - Adrian Anderson & Emma SmithProperty market and mortgages - Today Ben shares some laughs and speaks about the mortgage market, changes over the last 15 years and what is going to happen in the next 12 months following covid to both house prices and home buying.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can he...2020-05-2145 minKinKast from KinheritKinKast #5 - Steve Copson and Kris MilovsorovAccounting for Covid and moving forward
Ben Mason sits down with accountants Steve Copson and Kris Milovsorov to discuss their industry, Covid and what the future looks like.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing guru Ph...2020-05-1829 minKinKast from KinheritKinKast #4 - Quentin Lillis & Rachel PookHR - Covid19 working through it and beyond. Ben speaks all things HR and Covid with two experts in the field - A show to help employers and employees understand the new landscape.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change an...2020-05-1654 minKinKast from KinheritKinKast #3 - Felix SpenderBen sits down with Felix Spender former Lieutenant Colonel in HM Army
Felix runs North Light Solutions a independent conflict management consultancy who works with all manner of businesses.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former army sergeant and mediator Felix Spender, who can help you to resolve conflict, business change and marketing gu...2020-05-1433 minKinKast from KinheritKinKast #2 - Mary Tutaev and Nicole StansfieldBen Mason CEO of Kinherit speaks with Mary Tutaev and Nicole Stansfield who both run Death Cafes in the South West of England.
The three come to discuss Dying Matters week and why it is so important to give people the opportunity to discuss death and all things around it.
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
...2020-05-1228 min
KinKast from KinheritKinKast #1 - with Zachary Hartnell & Ed McKenzieIn this first of our new KinKast series, CEO Ben Mason discusses financial planning issues via Zoom in the wake of the current global pandemic with Zachary Hartnell (Vintage Wealth) & Ed McKenzie (McKenzie & Co).
www.kinherit.co.uk
www.vintagewealth.co.uk
www.mckenzieandco.co.uk
End-of-life planning firm Kinherit presents the KinKast video series – a guide to help individuals and businesses navigate various areas of life.
Host Ben Mason talks with a variety of guests on subjects such as finance, property, HR, resilience and everyday personal challenges.
Experts include former ar...2020-05-0737 min