• Wrapping up 2024

  • Dec 17 2024
  • Length: 24 mins
  • Podcast

  • Summary

  • 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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