The only way is ethics? ESG or Environmental, Social and Governance investing is under fire from Trump’s anti-woke agenda. But what’s the real picture? Can the $3trn ESG sector still pay off for investors? Hortense Bioy, head of sustainable investing research for Morningstar UK, explains how you CAN go woke without going broke.

Presented by Andrew Harrison and Andy Maher. Production by Robin Leeburn. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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It’s Your Money goes on the road to Andy’s latest Meet The Manager event in Stratford. Mike Coop, Morningstar’s Chief Investment Officer for EMEA, answers audience questions on everything from dodging the effects of Trump’s tariffs… to what impact might AI have on markets… to which countries might be underpriced for investors… and beyond. 

Presented by Andrew Harrison and Andy Maher. Production by Tom Taylor. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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Equity release from your home used to have a bad name – but now they’re among the safest and best-regulated products on the market. How can you draw down some value from your main property for a more comfortable retirement? Or to help kids get on the property ladder? And what’s a “lifetime mortgage”? Andy explains with the help of special guest and MBS client Cheryl White who made it work for her.  

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production. 

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It’s been a bruising few days with Donald Trump’s on/off tariff driving stocks up and down wildly. How should we handle uncertain times? Dan Kemp of market data analysts joins Andy Maher to explain what Trump’s America First vision of world trade means for investors. 

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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Tax year 2024-25 ends on Sat 5 April. What should you sort out before the financial year rolls over? Andy Maher has a handy checklist for healthy personal tax – and he explains it all to Andrew Harrison. 

No notebook required! Here’s the checklist:

10] Sort out salary exchange if your employer offers it. 

9] Use your capital gains allowance on shares. 

8] Make some charitable gifts to reduce your inheritance tax.

7] Investigate venture capital trusts.

6] Put money you don’t need right now into business relief, to help with inheritance tax. 

5] Find out about Alternative Investment Market ISAs.

4] Maximise your tax-free pension allowance.

3] Give your money away to family and friends (yes, really). 

2] Check your tax coding is right – especially after you’ve retired.

1] Make sure you use your full tax-free ISA allowance. 

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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You might dream of the perfect retirement but are you planning for it in the right way? It’s not just about the money – it’s how you get the best out of life after work. Special guest Simon Ward and MBL client has been there and done that very successfully. He joins Andy Maher and Andrew Harrison to answer the big questions: How early should you start planning your retirement? What changes to tax and allowances do you need to keep an eye on? And how do you make sure it’s not just the end of work but the beginning of something new? 

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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It’s “new year, new you” time which means it’s the perfect moment to set some personal financial goals. But how do you choose them? How can you stick to them? And what are you REALLY saving for? Special guest Ryan Murphy – Morningstar’s expert in behavioural science – joins Andy and Andrew to look at the science of goals.

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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What were the big financial events of the year? How did 2024’s seismic “year of elections” affect savers and investors? Will Donald Trump’s planned tariffs trigger a global trade war… or will they happen at all? And what’s the outlook for 2025? Special guest Mike Coop of Morningstar joins Andy and Andrew to look back on a whirlwind year.

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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The first Labour budget in 14 years was bound to be painful – but did Rachel Reeves have to do it around Halloween? And what does it mean for savers and investors? Special guest Sean Burrows of P1 Capital joins Andy Maher and Andrew Harrison to explain the detail of the Chancellor’s changes to National Insurance, Inheritance and Capital Gains Tax, and pensions. And is this the end of the buy-to-let market…?

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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Chancellor Rachel Reeves has to fill a £22bn black hole while sticking to her promise not to raise VAT, income tax or National Insurance. Will she target inheritance tax and/or capital gains tax instead? What will it mean if you’ve got a Buy To Let property or you’re working your inheritance plans? Special guest Sean Burrows of P1 Capital talks Andy and Andrew through what’s coming in October’s Budget.

Presented by Andrew Harrison and Andy Maher. Music: ‘Hold For Corporate’ licensed from premiumbeat.com. It’s Your Money is a Podmasters Production.

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