Shows
Intelligent Wealth Podcasts01e18 - Hidden Wealth Strategies: What Graham Rowan Knows That You Don’t🎙️ Welcome to the latest episode of the Intelligent Wealth Podcast!In this thought-provoking episode, Tony Byrne, Managing Director of Minerva Money Management, is joined by Graham Rowan, an international speaker, TV presenter, and author with decades of experience working with high-net-worth investors and family offices. Together, they explore the intersection of financial education, private equity, and creating lasting wealth.Episode Highlights:Graham Rowan’s Journey: Discover how Graham transitioned from a working-class upbringing in the UK to a career in IT, eventually finding his calling in private equity and financial educati...
2025-01-0343 minIntelligent Wealth Podcasts01e17 - Growth Investing Secrets: Top Stocks,Market Insights & Wealth StrategiesWelcome to the latest episode of the Intelligent Wealth Podcast! This episode is tailored for serious investors passionate about finance education, wealth creation, and the art of quality investing. Join hosts Tony Byrne, Awet Ghirmay, and Carl Roberts as they explore growth investing, market dynamics, and standout companies reshaping the future.In This Episode:🎯 Market UpdatesChina’s $140B Stimulus: Carl breaks down how China's massive stimulus package is impacting its stock market and economy.Gold’s Record Surge: Awet explains why gold remains a relia...
2024-12-2038 minIntelligent Wealth Podcasts01e13 - Mastering Value Investing: Is the UK Market a Bargain?Welcome to the second series of the Intelligent Wealth Podcast! In this episode, Tony Byrne, Managing Director of Minerva Money Management, joins Awet Ghirmay and Carl Roberts to explore the fundamentals of value investing and the latest developments in the financial markets.What you’ll learn in this episode:UK Stock Market Opportunities: Carl dives into recent takeover bids for UK companies like Rightmove and Hargreaves Lansdown, questioning whether these trends reveal a bargain UK stock market.The AI Bubble Explained...
2024-10-2542 minIntelligent Wealth Podcasts01e11 - Warren Buffett's Big Apple Sell-Off, AI Hype & Next-Gen InternetIn this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, is joined by Awet Germay and Carl Roberts to explore crucial topics in investing, market trends, and the future of technology.Key Highlights:Warren Buffett's Apple Stock Sale: Carl breaks down Warren Buffett’s surprising decision to sell 50% of his Apple holdings and what this means for long-term investors.AI and Semiconductor Industry: Is AI the next big thing or just another hype bubble? Tony and Awet discuss whether the current AI boom mirrors th...
2024-09-2740 minIntelligent Wealth PodcastEp.09 - Renewable energyWelcome to Episode 9 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with fellow director Carl Roberts and Head of Research Awet Girmay, as they dive into the critical topics of renewable energy, global economic trends, and investment strategies. This episode explores the future of energy, the challenges in the market, and how investors can navigate the complexities of the modern financial landscape.Highlights:Market Update:Mind the Gap: Carl discusses the fascinating gap between fund returns and investor returns in the US ETF market, and...
2024-08-3041 minIntelligent Wealth Podcasts01e08 - Fintech Insights with Tim LeveneWelcome to Episode 8 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, as he sits down with Tim Levene, CEO of Augmentum Fintech, the UK’s only publicly listed FinTech investment company. In this episode, they delve deep into the evolution of the UK FinTech market, the challenges and opportunities in venture capital, and Tim’s entrepreneurial journey from founding Betfair to leading Augmentum.Highlights:The Rise of UK FinTech:UK FinTech Market: Tim discusses the undervaluation of the UK technology market and the bright future of L...
2024-08-1642 minIntelligent Wealth Podcasts01e07 - Automation & RoboticsWelcome to Episode 7 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the future of investments, automation, and AI.Highlights:Personal Updates:Coaching Little League: Carl shares his new adventure of coaching his son's football team and the challenges that come with it.Euro 2024 Insights: Awet discusses his thoughts on the ongoing Euro 2024 and England's performance.Main Topics:Automation...
2024-08-0237 minIntelligent Wealth Podcasts01e06 - Transport TechWelcome to Episode 6 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the exciting advancements in transportation technology and discuss the latest market trends.Highlights:Market Update:General Election and Pension Changes: Carl discusses the implications of the UK general election and the recent changes to the pension lifetime allowance.India's Market Potential: Awet delves into India's emerging market and its potential to replace China as a productivity leader.
2024-07-1945 minIntelligent Wealth Podcasts01e05 - Investment Strategies, Bitcoin Insights & FinTech TrendsWelcome to Episode 5 of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they explore the latest trends in investments, cryptocurrency, and the dynamic world of FinTech.Highlights:Market Update:- Ashtead Holdings' US Move: Carl discusses rumors about Ashtead Holdings planning to move its UK listing to the US, examining the potential impact on the UK stock market.- Nvidia’s Market Cap Milestone: Awet delves into Nvidia's recent achievement of joining the...
2024-07-0544 minIntelligent Wealth Podcasts01e04 - Forget tech stocks – Longevity is the next gold rushWelcome to Episode 4 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive deep into the intriguing world of longevity and its profound implications for the market.Highlights:Market Update:•Nvidia’s Phenomenal Rise: Discover why Nvidia has become the hot topic in the investment world, with its extraordinary growth and recent stock split. Learn what this means for investors and why it continues to defy...
2024-06-2135 min
Tony Byrne's ViewUnlocking the green potential forestry investment in the UKTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about the potential when investing in green initiatives and forestry in the UK.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the better and en...
2023-08-0905 minTony Byrne's ViewTen things to make your will as strong as possibleTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses different considerations to make and methods you can implement to ensure your will is as strong as possible when organising your finances for your family after your passing. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial...
2023-08-0306 minTony Byrne's ViewHow to avoid the Lifetime Allowance tax charge even if Labour re-introduce it Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how we could see changes with financial policy if Labour win the next election, as predicted by the favourability polls. In particular Tony speak about Lifetime Allowance tax charges and how to avoid it even if Labour re-introduce it.Tony is the Managing Director of Wealth and Tax Management, a successful firm of...
2023-06-2805 minTony Byrne's ViewThe pension tax free cash lump sum traps and how to avoid themTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the pension tax free cash lump sum traps and ways you can act smart and avoid them.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for th...
2023-06-2107 minTony Byrne's ViewUnveiling the flaws in Workplace Pension Default StrategiesTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the fatal flaws in workplace pension default strategies and where they need improvement to truly benefit their employees.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life fo...
2023-06-2105 minTony Byrne's ViewReduce mortgage or investTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how to best determine where you should be putting your money - whether that is into paying off your mortgage or taking a calculated risk and investing. Tony explains which conversations you should have to come to the best decision for your family and financial future. Tony is the Managing Director of Wealth...
2023-06-1404 minTony Byrne's ViewDigital afterlife: What happens to your digital records when you dieTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about how to plan responsibly for your loved ones with your digital assets after you die and the considerations you need to take when it comes to your digital footprint. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about...
2023-06-0705 minTony Byrne's ViewSolar panels and solar batteriesTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks how you can save money and invest in your future with installing solar panels and using solar batteries. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life fo...
2023-05-3105 minTony Byrne's ViewGifting property to your childrenTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about making the decision to gift property to your children, the tax implications and things to consider before making this financial commitment. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s ab...
2023-05-2505 minTony Byrne's ViewUnderstanding long term careTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about how to get valuable unbiased advice for end of life care and the different financial options and benefits you or your loved one may qualify for.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning...
2023-05-1006 minTony Byrne's ViewShould I buy a holiday home abroad? Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about many people’s dream of owning a holiday home, what are the pros and cons and whether it is a smart financial decision. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more th...
2023-05-0306 minTony Byrne's ViewUsing a property company to save tax Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about whether using a property company is a smart way for you to save tax depending on your financial circumstance as well as things to look out for.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than...
2023-04-2106 minTony Byrne's ViewHow does government gateway work?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about the government gateway, how it works to benefit you and manage your affairs more efficiently, as well as save you money!Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s ab...
2023-04-1903 minTony Byrne's ViewBank account riskTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about bank account risk and the considerations you need to make before investing in a bank or choosing the right bank for your financial dealings. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2023-04-1108 minTony Byrne's ViewWill lifetime allowance be abolished?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony debates whether the lifetime allowance will be abolished based on the current financial climate and future political predictions.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for th...
2023-04-0406 minTony Byrne's ViewSeven little known tax benefits of ISAsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony gives insight into the different tax benefits of having an ISA. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the better and enabling you to live yo...
2023-03-2805 minTony Byrne's ViewTax-efficient investments for higher-rate taxpayers Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony offers guidance for those with higher incomes on how they can make the most tax efficient investments. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the be...
2023-03-2207 minTony Byrne's ViewEnd of year tax planning 2022-2023Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony explains why knowledge is money (saving) the tax planning benefits you can take advantage of to eliminate unnecessary tax as this tax year comes to an end.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2023-03-1506 minTony Byrne's ViewHow to avoid the reduced annual allowance of your pension contributionsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony talks again about different methods you can execute within your personal finances to avoid the reduced annual allowance of your pension contributions.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing...
2023-03-0806 minTony Byrne's ViewLifetime Allowance Planning Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony talks about the nine different ways to smartly plan for your lifetime allowance and how to avoid additional tax on your estate should it exceed the limit. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2023-02-2806 minTony Byrne's ViewChallenger banks advantages and disadvantagesTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony talks again about digital-only banks also known as challenger banks and both the advantages and disadvantages of using them.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s...
2023-02-2206 minTony Byrne's ViewThe benefits of the British Airways American Express cardTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast discusses how you can travel for less with greater benefits through using the British Airways American Express Credit Card.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s ab...
2023-02-1506 minTony Byrne's ViewTax planning following the Chancellor’s Autumn StatementTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony speaks to the chancellor's statement for the upcoming financial year and how the changes in taxation could effect your personal financial planning. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing...
2023-02-0805 minTony Byrne's ViewBenefits of challenger banksTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony explains why online digital-only banks are becoming increasingly popular and the features that may benefit you, if you're thinking of switching banks.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing...
2023-01-3106 minTony Byrne's ViewWhy your investment strategy is more important than feesTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks about the importance of long term financial planning before making investments and how your strategy of investing is more important than the fees you may have to pay.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial...
2023-01-2503 minTony Byrne's ViewSchool and university fees planning using offshore bonds and trustsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony speaks to offshore bonds and trusts and how they may find into your financial planning when saving for your children or grandchildren's school and university fees. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about...
2023-01-1803 minTony Byrne's ViewWhy tax saving is importantTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony explains an investment strategy which allows you to maximize the return of your investment portfolio even when the charges you face are relatively high. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than...
2023-01-0905 minTony Byrne's ViewHow to stick to your New Year Money ResolutionsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you. In this podcast Tony explains the approach you can take to your New Year's money resolutions to ensure you have the best chance of succeeding and completing them for the entire year. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning...
2023-01-0304 minTony Byrne's ViewHow safe is National Savings and InvestmentTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains exactly what you ned to know about national savings and investment and how it could be your safest investment opportunity yet.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing...
2022-12-2704 minTony Byrne's ViewWhich state pension will I get?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains the different types of state pension available, why national insurance contributions are important and how you can understand what to expect to receive once you retire.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2022-12-1906 minTony Byrne's ViewWhy you should never defer your state pension (and get the government to fund your personal pension instead)Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains why it is important not to defer your state pension, regardless of whether you're actually ready to retire.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s...
2022-12-1306 minTony Byrne's ViewHow to buy life and health insurance at competitive rates based on your lifestyleTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses Vitality health insurance and the innovative way they work to give you the best rates of insurance by offering packages based on your activity levels.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about...
2022-12-1303 minTony Byrne's ViewWhat's the best way to pay for stuff?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses which payment methods work best when paying for something.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the better and en...
2022-12-1206 minTony Byrne's ViewWhat is your personal inflation rate and why does it matter?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains what a personal inflation is and how it can impact you on a larger scale when making financial decisions or buying particular financial products.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more...
2022-12-0905 minTony Byrne's ViewHow to make money with a payment cardTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony tells you everything you need to know about the new phenomenon of payment cards and how to make money with them.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2022-12-0805 minTony Byrne's ViewWhat are the top ten benefits of private medical insurance for youTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains the top ten benefits of private medical insurance for those considering prioritising their health as well as their families .Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money...
2022-12-0708 minTony Byrne's ViewHow to save money with an offset mortgage (and earn a higher rate of interest on your savings tax-free)Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains everything you need to know about offset mortgages and how you can earn a higher rate of interest on your savings tax-free.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just...
2022-12-0704 minTony Byrne's ViewHow to manage sequencing risk when taking income from your portfolioTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony explains how to strategically balance risk when you need to take income from your investment portfolio.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing yo...
2022-12-0603 minTony Byrne's ViewHow to save Inheritance Tax when your life expectancy is lowTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the best ways to save on inheritance tax when you are nearing the last stage of your life and aren't able to benefit from long term inheritance tax reduction tactics.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that...
2022-12-0505 minTony Byrne's ViewHow to save a five-figure (minimum) sum on your mortgage repaymentsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the importance of selecting the right mortgage for your financial situation and how in turn it can save you big bucks in the long run.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about...
2022-12-0206 minTony Byrne's ViewWhy interest rates are likely to continue to rise and what to do about itTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony talks about the current volatility of interest rates and how to effectively manage your finances when unexpected changes in the market occur and interest rates rise.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about...
2022-11-3007 minTony Byrne's ViewHow to benefit from an Exempt Property Unit Trust (EPUT)Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the benefits of EPUT's to those who own commercial and/or residential properties Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the be...
2022-11-2906 minTony Byrne's ViewHow to save money on your home gas and electricity billsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony addresses the cost of living crisis and how you can save money on your utility bills.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing yo...
2022-11-2806 minTony Byrne's ViewHow to protect your digital assets for future generationsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony addresses the often forgotten part of legacy planning, your precious digital assets and how best to prepare to manage them for after you pass on.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more...
2022-11-2506 minTony Byrne's ViewHow to beat the £1.34 billion dividend tax increaseTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the £1.34 billion dividend tax increase and how you can beat it.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the bet...
2022-11-2507 minTony Byrne's ViewHow to substantially reduce your car running costsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks to the cost of running a car and how you can look at long term investments to reduce the annual cost for you and your family.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2022-11-2307 minTony Byrne's ViewHow to avoid the pound cost ravaging trapTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the different ways you can take money from your investments if you need to during this uncertain time, without getting caught in the pound cost ravaging trap.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning...
2022-11-2206 minTony Byrne's ViewHow to trace your lost pensionsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the staggering amount of pensions that have been forgotten about in the UK and how you can retrieve any pensions you think you might be owed.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2022-11-2205 minTony Byrne's ViewHow to reduce your home electricity bills considerablyTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.As the cost of living continuously rises in the UK, Tony discusses how you can significantly reduce your home electricity bills.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about ch...
2022-11-2108 minTony Byrne's ViewWhy patience is a virtue when your investments have fallen in value Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.As we have recently seen with the changes made under Liz Truss, the market can suddenly fluctuate and leave you at an unpredicted loss. In this podcast Tony discusses this and why waiting it out is the best thing to do when your investments have fallen in value.Tony is the Managing Director...
2022-11-1805 minTony Byrne's ViewTen easy ways to save Income TaxTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony gives you ten helps tips on ways to save on income tax.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life for the be...
2022-11-1609 minTony Byrne's ViewHow to create a buy to let property portfolio the easy wayTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how in five years you could have a successful property portfolio that can work for you as promising safer investments.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2022-11-1405 minTony Byrne's ViewHow to save Income Tax on investment bonds using the 5% ruleTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how using the 5% rule could save you considerable income tax on your investment bonds.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your li...
2022-11-1105 minTony Byrne's ViewWhich trusts should you register and by when?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the importance of registering your trusts and the order of which you should do so.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing yo...
2022-11-0908 minTony Byrne's ViewThe simple way to save up to £260,000 Inheritance Tax every seven yearsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony teaches listeners about the simple steps you can take when gifting inheritance that can significantly reduce save tax deductions for you and your loved ones.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more...
2022-11-0706 min
2022-11-0604 minTony Byrne's ViewHow to pass on your personal pension to your loved ones as tax efficiently as possibleTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how you can ensure your loved ones receive your personal pension after you pass as tax efficiently as possible.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money...
2022-11-0506 minTony Byrne's ViewHow to beat inflation resoundingly (as an investor)Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and business owner, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses why it is important to adjust your attitudes towards investment risk and how a positive confident attitude can ensure you get the best return on your investments.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning...
2022-11-0304 minTony Byrne's ViewHow much income should I take from my investments and in what order?Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how to reasonably take income from your investments without high risk and the important aspects to consider during the process.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2022-11-0104 minTony Byrne's ViewWhy there is no such thing as a risk free investmentTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses why you shouldn't consider any investment to be risk free and how you can best and most safely distribute your investment portfolio to protect your overall funds in the event of any unexpected market changes.Tony is the Managing Director of Wealth and Tax Management, a successful firm...
2022-11-0106 minTony Byrne's ViewWhy invest in National Savings Premium Bonds Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses the importance of National Savings Premium Bonds and why they're worth investing in.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life fo...
2022-10-3107 minTony Byrne's ViewHow the scandalously elitist government pensions system benefits the likes of Liz TrussTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony discusses how Liz Truss' time in parliament could not only directly benefit her financially long-term but also causes issues for the greater population if changes are not made to the pension system.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners...
2022-10-3005 minTony Byrne's ViewSeven changes to your personal finances and how to tackle themTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real world finance and how they can affect and benefit you.In this podcast Tony speaks to the changes that have been made this year to personal finances and how you should tackle them depending on your investment portfolio.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than...
2022-10-3011 minTony Byrne's ViewInvest when theres blood in the streetsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony discusses the current economic climate which has been impacted by the conflict in Ukraine. Tony explains why during times of conflict and seeming economic uncertainty, it can be a good opportunity to invest.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners...
2022-04-1304 minTony Byrne's ViewWhy you should invest in gold right now as its future glistersTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony discusses the historic phrase not everything that glitters is gold and why gold is a lucrative investment right now.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s ab...
2022-04-1305 minTony Byrne's ViewHow to save yourself time and hassle using the online lasting power of attorney serviceTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony discusses why technology is now king when it comes to signing important documentation and how you can save valuable time and hassle by taking things digital.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more...
2022-04-1305 minTony Byrne's ViewWhy equity release can save you and your family thousands of poundsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony discuss what the term equity release means and why it can work for you and your family to save you thousands of pounds.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing...
2022-04-1306 minTony Byrne's ViewWhy you should seriously consider investing in specialist real estate investment trustsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony discusses the increasingly common trend of investing in specialist real estate investment trust and why it should be a consideration for you.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2022-03-0807 min
Tony Byrne's ViewFive easy ways to mitigate taxation on investment bondsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony advises on the best and easiest ways to mitigate tax on your investment bonds with Wealth and Tax Management's tried and true methods. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money...
2022-02-2408 min
Tony Byrne's ViewFour threats to your wealth and what to do about them right nowTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony explains how in the current climate there are four threats to your wealth including inflation and soaring energy prices and how you can protect your wealth and combat these threats. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2022-02-2405 min
Tony Byrne's ViewPatience is a virtue when stock markets are irrationalTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony explains how to react and keep your cool when stock markets experience unexpected fluctuations and your investment look to be at risk. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s...
2022-02-2405 min
Tony Byrne's ViewAIM for the stars with this super tax efficient investmentTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony speaks about why an AIM ISA is a great option to reap the benefits of investing in ISA's, whilst also being a non-taxable option. Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your...
2022-02-2405 min
Tony Byrne's ViewHow to spend money in retirement with confidenceTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony explains how Wealth and Tax Management use a cash flow projection tool to identify how much clients can afford to spend without effecting their long term financial stability, so you can spend money with confidence during your retirement. Tony is the Managing Director of Wealth and Tax Management, a successful firm of...
2022-02-2403 min
Tony Byrne's ViewWhy it pays to borrow when inflation is high and interest rates are lowTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony explains how interest rates should affect your decision whether and when to borrow or spend.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is about more than just managing your money. It’s about changing your life fo...
2022-02-2405 min
Tony Byrne's ViewWhy inflation destroys your savings and what to do about itTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony explains why you should avoid saving funds in low rate interest accounts and trust a financial planner to assist in investing your money smartly to avoid inflation reducing the value of your savings.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners...
2022-02-2406 min
Tony Byrne's ViewHow we added value five times our fees in just six yearsTony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony talks about how beneficial it can be to have a financial advisor, and why you can confidently invest in Wealth and Tax Management to plan your financial future.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes financial planning is...
2022-02-2404 min
Tony Byrne's ViewWhy financial planning is the best profession (and the greatest value for money one too)Tony Byrne's View brings you an exclusive insight into the financial world from the perspective of a successful finance expert and Managing Director, covering topics that can bring you clarity on real-world finance and how they can affect and benefit you.In this podcast, Tony talks about why everyone needs a chartered financial planner to secure a positive financial future and how financial planners work to give you the greatest advice and return on your investments.Tony is the Managing Director of Wealth and Tax Management, a successful firm of independent financial planners that believes...
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