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The Retirement Café Podcast

Mar 26, 2019

Financial advisers are now incredibly well qualified, but exams don’t test how good they are at explaining complex later life advice in a way clients understand. This insight, coupled with her experience of working with older people in later life within financial services, led Jane Finnerty to co-found The Society of...


Mar 19, 2019

For ten years, Rory Percival was ‘the face of the Financial Conduct Authority’ (FCA) for financial advisers. An influential speaker and thought-leader, Rory’s technical expertise enabled him to play a significant role in setting the agenda for regulatory activity in the advice sector.

The projects he was involved...


Mar 12, 2019

The new residence nil rate band (RNRB) came into effect on the 6th April 2017. It's a new inheritance tax relief being phased in gradually over a number of years. In tax year 2017-18 it was worth £100,000 per person, and it's increasing by £25,000 increments until we get to tax year 2020-21 when the relief will be...


Mar 5, 2019

In the first part of my interview with Barry Van Danzig we heard how Barry attempted to sell his business to venture capitalists, but ended up buying the business back after they turned a £2 million EBITDA* into a loss in two years.

Barry found himself back in the driving seat of his company. The highly successful...