As the end of the tax year approaches, your annual allowances are about to reset – and any you haven’t used will be lost. In this episode, James Corcoran and Jack Dudley focus on the practical steps you can take now to make the most of pension contributions, ISA allowances and Capital Gains Tax exemptions before 5 April. From boosting your pension with valuable tax relief, to maximising your £20,000 ISA wrapper, they explain how a few timely decisions could save you thousands in tax and keep more of your wealth where it belongs – with you, not HMRC.

Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing.

Lumin is authorised and regulated by the Financial Conduct Authority.

With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you. In this episode, hosts James Corcoran and Jack Dudley break down what the policy changes in April 2027 will entail, the types of pensions included in the estate and why early financial planning matters when it comes to protecting your legacy.

Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing.

Lumin is authorised and regulated by the Financial Conduct Authority.

With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you. In this episode, hosts James Corcoran and Jack Dudley break down what the policy changes in April 2027 will entail, the types of pensions included in the estate and why early financial planning matters when it comes to protecting your legacy.

Please note that the content of this podcast is for informational purposes only and should not be considered financial advice. As always, your capital is at risk when investing.

Lumin is authorised and regulated by the Financial Conduct Authority.

In this episode, hosts James Corcoran and Jack Dudley break down Chancellor Rachel Reeves’ Autumn Budget and explores its implications for investors, families, and business owners. From pension reforms and ISA changes, we unpack the practical financial planning consequences.

In this episode, hosts James Corcoran and Jack Dudley break down Chancellor Rachel Reeves’ Autumn Budget and explores its implications for investors, families, and business owners. From pension reforms and ISA changes to new tax pressures and long-term fiscal strategy, we unpack the practical financial planning consequences.

Financial Illumination is a podcast which shines a light on all things financial. Brought to you by leading UK Financial Planning firm Lumin Wealth. Please be aware that anything discussed on this podcast should not be regarded as financial advice, and when investing your capital is at risk.

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Financial Illumination is a podcast which shines a light on all things financial. Brought to you by leading UK Financial Planning firm Lumin Wealth. Please be aware that anything discussed on this podcast should not be regarded as financial advice, and when investing your capital is at risk.