Charles Stanley Radio

In this episode, Erica Whyte is joined by Rob Morgan, Spokesperson & Chief Analyst and Lisa Caplan, Director OneStep Financial Planning to discuss the upcoming Budget by Chancellor Rachel Reeves on October 30th 2024. They delve into the various rumours circulating as to what changes there might be to tax and personal finances. Listen to find out more. Investment involves risk

Director of One Step Financial Planning Lisa Caplan and Charles Stanley Direct’s Chief Analyst Rob Morgan digest the recent Spending Review speech from Chancellor Rachel Reeves and considers what it might signal for personal taxes. Meanwhile, the Bank of England has just cut base rate from 5.25% to 5% in reaction to inflation falling. Can we expect more cuts and what does it mean for investors?

The dust has settled on the UK general election and given the wide margin of victory the new Labour government has a broad mandate for change. While the stance on many key economic and business issues is not necessarily worlds apart from the outgoing Conservatives there are some differences in priorities, which could set the stage for some alterations that affect personal finances. Charles Stanley Direct’s Chief Analyst Rob Morgan speaks to Erica Whyte about the market reaction, what we know so far, and what might lie ahead. Investment involves risk

Charles Stanley's Chief Investment Commentator, Garry White and Chief Analyst and Personal Finance Expert, Rob Morgan review the key points following the Autumn Statement. The pair sit down to discuss what was included and was interestingly left out by the Chancellor. Investment involves risk

Your 40s are typically when you start to move into your peak earning years. But although you may be receiving a higher monthly salary, you’re now often responsible for mortgages payments, childcare and education fees, and maybe parental care. On top of these, ensuring your retirement plans are on track start to become more important. So, what are the typical financial priorities for people in their 40s? And how do they balance the needs of today versus tomorrow? To help discuss these topics and more, Erica Whyte is joined by Rob Morgan, Chief Analyst, and Lisa Caplan, Director of OneStep Financial Planning. During their conversation, they cover, how to manage competing priorities, investing versus overpaying mortgages, as well as retirement planning and care. Do you have a question about your finances? Get quick and uncomplicated answers from a qualified financial planner with our new OneStep Financial Coaching service. Book your free 15-min call https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08 [https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08] Investment involves risk