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Showing episodes and shows of
Vicki Watson FPFS
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clarityON
All About ISAs
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, potential reforms, and why...
2025-05-15
07 min
clarityON
The Gift of Giving: Charitable Donations and Tax Efficiency
In this special holiday episode of the clarityON Podcast, host Carrie Hughes is joined by Vicki Watson, Chartered Financial Planner at Clarity, to explore how you can make your charitable donations go further. Whether you’re interested in maximising your Gift Aid benefits, learning about tax-efficient ways to donate shares or property, or leaving a lasting legacy through your estate, this episode has something for everyone.Tune in for practical tips to align your giving with your financial goals while supporting the causes you care about most. Discover how generosity ca...
2024-12-16
05 min
clarityON
Workplace Pensions
Join Chartered Financial Adviser Vicki Watson and Paraplanner Taylor Aspinall as they discuss workplace pensions, all that they involve, and actions you can take in managing yours.All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.Our WebsiteBook Your Free Consultation InstagramLinkedInFacebookYouTubePerformance Disclaimer: Past performance is not an indication of future...
2023-08-14
19 min