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Episodes
A deeper discussion with our authors to understand the key implications of the most popular bulletins on Techlink Professional
Episodes
Nov 12, 2021
Nov 12, 2021
17 min
Eddie Grant and Adam Johnson discuss vulnerable consumers in financial services, research completed by Adam to support his MSc in Finance.
Nov 9, 2021
Nov 9, 2021
40 min
Eddie Grant is joined by Claire Trott and Tony Wickenden to discuss the Autumn 2021 Budget and the implications of all this year’s for financial planners and their clients.
Nov 2, 2021
Nov 2, 2021
32 min
Eddie Grant and Barbara Gardener discuss the Trust Registration Service which will impact a significant number of new and existing trusts.
Sep 3, 2021
Sep 3, 2021
27 min
Eddie Grant and Tony Wickenden discuss a planners guide to the 7 habits to highly effective people.
Apr 21, 2021
Apr 21, 2021
23 min
Eddie Grant and Simon Martin discuss Strategic corporate planning ideas for business owners.
Mar 12, 2021
Mar 12, 2021
30 min
Tony Wickenden is joined by John Woolley & Claire Trott to discuss the changes that were proposed in the budget with relevance to financial planners.
Feb 17, 2021
Feb 17, 2021
46 min
Tony Wickenden is joined by John Woolley & Claire Trott to discuss the potential hot topics of the March 2021 Budget.
Dec 17, 2020
Dec 17, 2020
29 min
Eddie Grant, Niki Patel and Barbara Gardener discuss loan trust the options and planning considerations.
Nov 20, 2020
Nov 20, 2020
23 min
Eddie Grant and John Woolley discuss taxation of investment bond encashments post Silver case.
Oct 29, 2020
Oct 29, 2020
20 min
Eddie Grant and Tony Wickenden discuss the core strength of protection planning underpinning wealth management.