Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027.

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

How to Turn Income Into an Inheritance Tax Break

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3471a973-c12a-4bc4-8195-b4c7009ae607/transcript

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners&rsquo; questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6dacf0fa-5ae4-44ac-a839-b4f7017e0c63/transcript

Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governments, where investors can find safe havens in stretched markets and why, despite his concerns about inflation, Clothier’s firm doesn’t own any gold.

Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governments, where investors can find safe havens in stretched markets and why, despite his concerns about inflation, Clothier&rsquo;s firm doesn&rsquo;t own any gold.

Where Do You Hide From an AI Bubble?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1f0814aa-70b0-4d3c-862a-b4f500db3fb3/transcript

Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a sign that AI exuberance is nearing an end.

Clarifying note: In this episode Merryn said if the 40% tax threshold had gone up with inflation, it would closer to 100k than 50k. She meant if the threshold had gone in the same ratio as minimum wage. 

Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown&rsquo;s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a sign that AI exuberance is nearing an end. Clarifying note: In this episode Merryn said if the 40% tax threshold had gone up with inflation, it would closer to 100k than 50k. She meant if the threshold had gone in the same ratio as minimum wage.&nbsp;

 Has the UK Redefined What It Means to Be a High Earner?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a3c0133c-8f3a-4d5a-b3ac-b4f2012ddbf6/transcript

How to Turn Income Into an Inheritance Tax Break

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