You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password In this video: 00:00:01 - Intro and pre-waffle 00:01:52 - ISA - Reaching max allowance. What do I do next year, add to this till the new 20k allowance for that year and then what? 00:05:47 - BTL - What is your opinion on Buy to Let Investments? Is it just as good to sell up and stick the cash in your pension / ISAs instead? 00:07:44 - VCTs - Under what circumstances one should consider using them? 00:13:03 - Investing - Finding funds which track commodities used in electric car batteries. 00:17:28 - Academy - Build Wealth and Retirement Planning - why are these separate subjects? 00:19:29 - When is the best time to get financial advice? 00:21:24 - Pensions - Pension contributions for non earners. Carry forward rule. 00:23:02 - Pensions - Providers who will open a pension for a child. 00:23:36 - ISA - Absolutely not trying to avoid/evade, but if you accidentally end up using more than your annual ISA allowance, what happens? 00:25:12 - LISA - Can my daughter put £4K in a LISA with one institution and £16K in a stocks and shares ISA with another institution? 00:25:36 - Pensions - Income has rise considerably this year and I will need to do a tax return for the higher tax pension contributions? 00:27:58 - Pensions - Pension provider claims basic tax relief, reminder done via self assessment, how does the self assessment. Am I right in thinking I can only pay £26k pa, and the rest is higher rate tax relief? 00:30:05 - How should I decide how much to put in my emergency fund for myself and my wife? 00:31:59 - Pension - Relevant earnings. 00:33:56 - State Pension - Is it worth contributing to state pension for my wife? 00:37:48 - Emergency Fund - Can couple's be lower than 2 individual ones due to the shared cost of things? 00:40:20 - Pensions - Contributing towards daughters workplace pension/SIPP. 00:43:19 - Pensions - I am fortunate enough to be able to add 40k max pa. How much can I actually pay in? 00:45:30 - Insurance - Reviewing the need for life and critical illness insurance. 00:48:10 - Pensions - Carry forward, does that apply for DB pensions? 00:50:17 - BTL - How much cash to keep available? 00:55:58 - Emergency Fund - Where is the best place today to put emergency cash? Prev LessonNext Lesson