• Wealth Wise

  • By: abrdn
  • Podcast

  • Summary

  • Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.

    © 2025 Wealth Wise
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Episodes
  • Outlook 2025
    Jan 31 2025

    Join our host, Fraser Kerr, Head of Financial Consultants, as he sits down with Political Economist Lizzy Galbraith and Senior Investment Analyst Tom Watts. Together, they'll delve into the economic outlook for 2025 and explore everything from Trump, tariffs and the US to Europe and the potential tax implications that lie ahead.

    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors as at the time of publication.

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    26 mins
  • Wrapping up 2024
    Dec 17 2024

    As we bid farewell to 2024, it's the perfect time to reflect on the past year and set our sights on the future. Join our host Fraser Kerr and return guests Tom Watts, Senior Investment Analyst, and Keith Dunsmuir, Senior Financial Planner, for this special episode where we discuss the highs and lows of 2024 and share practical tips for planning a prosperous future.

    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors at the time of publication. The information is based on our understanding as of December 2024.

    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors as at the time of publication.

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    24 mins
  • Client spotlight
    Nov 27 2024

    This month, Fraser Kerr is joined by two of our wonderful clients, Murray and Amanda Bothwell. They discuss the value they find in having a trusted abrdn financial planner by their side and the role it has played in helping them shape their financial decisions.

    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors at the time of publication. The information is based on our understanding as of November 2024.

    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors as at the time of publication.

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    26 mins

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