Financial Illumination

By luminwealth

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Category: Investing

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Episodes: 29

Description

Lumin provides personable financial advice and investment management services. With a fully dedicated team of Financial Consultants and Paraplanners, over 4,000+ families trust us with their wealth management needs and we currently manage £1.6billion+ in client assets. Through 1:1 consultations, Lumin’s financial plans are geared toward growing and protecting wealth by optimising our clients’ income, assets, tax burden and financial security. We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and Citywire's New Model Adviser’s top 100 financial advice firm rankings. We are part of VZ Group, the leading independent financial services provider in Switzerland which employs around 1,700 people. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.

Episode Date
How Much Money Do I Need to Retire? Retirement Planning & Pensions | Lumin Wealth
Sep 08, 2026
ISA Changes 2027 Explained: Cash ISAs, Investments & Capital Gains Tax | Lumin Wealth
Aug 25, 2026
Are You Making These Common Investment Mistakes?
Aug 13, 2026
Inheritance Tax (IHT) Strategies: The Insurance Approach More Families Should Know About
Jul 28, 2026
What Happens To Your Pension When You Die?
Jul 15, 2026
Considering Equity Release? How To Turn Your Home Into Financial Flexibility
Jun 30, 2026
Is Your "Safe" Cash Quietly Losing You Thousands?
Jun 15, 2026
Cut Your Inheritance Tax (IHT) Bill With These Gifting Strategies
May 26, 2026
Do ESG Investments Really Deliver? Separating Narrative From Data
May 12, 2026
Crisis In The Middle East – Should Investors React?
Apr 28, 2026
Pensions Enter The IHT Net From April 2027. Are You Ready?
Apr 15, 2026
How Annuities Work: Securing Income For The Future
Mar 31, 2026
Business Relief And IHT: Strategies For Business Owners
Mar 18, 2026
How Inheritance Tax (IHT) Really Works: Everything You Need To Know
Mar 03, 2026
5 Tax Year-End Tips: Save Yourself Thousands!
Feb 25, 2026
Is Your Pension IHT-Proof Or About To Take The Hit?
Feb 03, 2026
Autumn Budget Breakdown: What It Means For You
Jan 21, 2026
You've Inherited A Lump Sum - What Now?
Sep 24, 2025
Is It Time To Consolidate Your Pensions?
Sep 24, 2025
Selling A Business? How To Exit Smoothly And Tax Efficiently
Sep 24, 2025
Is Your Bank Helping Or Hindering Your Savings And Investments?
May 20, 2025
New Tax Year - Top Tips!
May 20, 2025
Will There Be Inheritance Tax On Your Pension?
Jan 17, 2025
Tax Year End Tips!
Jan 16, 2025
Are you overpaying for financial advice?
Sep 18, 2024
What is the "Great Wealth Transfer" and what does it mean for Estate Planning?
Sep 18, 2024
How to lock in the best mortgage deal for 6 months
Sep 18, 2024
The McCloud Judgement - Does This Affect Your Pension?
Jan 24, 2024
UK Interest Rates Hit 15 Year Highs - What Should You Be Doing?
Nov 13, 2023