The Personal Investor

This week - the inheritance tax (IHT) net is soon to be cast more widely - will you be caught by it?

Why is IHT the subject of such disagreement, how is it changing, and what can families do to reduce their bill?

Host Ed Monk is joined by Marianna Hunt to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in markets: America’s tariff rate will reach its highest level since the second world war when new levies are introduced on Thursday.

Fidelity’s Jemma Slingo reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week - what’s your plan for when inflation strikes and threatens to derail your retirement? What is the risk that rising prices pose for retirement funds and what can you do to cope.

Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets: summertime melt up

Fidelity’s Tom Stevenson reviews the stories moving markets.

 

See omnystudio.com/listener for privacy information.

This week, will you be able to rely on the State Pension in the future? How much might it be worth and how much would it cost you to reproduce with your own savings?

Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets: investors take a breather after a dramatic first half year of the new Trump presidency.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week - markets are back to new all-time highs. What has been driving prices higher - and should investors worry about falls to come?

Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets - are investors too complacent?

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

This week, we’re answering your questions at the mid-way point of 2025.

Is the chaos caused by US trade tariffs over? Is the UK economy headed for the rocks? What tax changes affecting investors might be on the way?  We attempt to answer all of it.

Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets: investors continue to view the glass as half full as shares are pulled two ways by tariff fears on the one hand and a big, beautiful fiscal boost on the other.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.