MMP102: Tax year end planning
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 25 March 2015
⏱️ 25 minutes
🧾️ Download transcript
Summary
Here in session 102 we’re going to be talking about the end of the tax year and some of the things you could be thinking about. Even though the tax year is pretty much at the same time each year, it still takes many of us by surprise! In this session we’ll cover the main things to consider at this important planning time.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 102. |
| 0:04.0 | At the end of the year, you figure the tax wrong? You got to pay them out of your own pocket. |
| 0:08.0 | I tell you, Uncle Sam. |
| 0:14.0 | This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew, |
| 0:22.3 | and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. |
| 0:28.0 | I'm here to help you make sense of money. |
| 0:45.4 | It's session number one or two, and today we're going to be talking about the tax year end, because it's that time of year again. |
| 0:49.9 | Just some of the things that you could, should be thinking about at this time of year. |
| 1:14.4 | Now, you know, even though the tax year is pretty much the same time every year, it still seems to take many people by surprise. Certainly as, you know, I'm dealing with clients here. It's amazing how close some people leave it to the end of the tax year to get various things sorted out. So in this session, we're going to cover the main things that you need to consider, okay, at this very important time for your financial planning. Usual drill, I'll talk about a couple of reviews that have been left for me this week at the end. I'll announce what we're talking about next week. |
| 1:18.6 | If this show is of any use to you, my weekly beg, please. If it's of any use to you at all, |
| 1:23.4 | please take the time to leave me a review on iTunes. Steed easy, just go to meaningfulmoney.tv slash iTunes, |
| 1:29.7 | click to open the software, go to ratings and reviews, and leave a review. |
| 1:34.0 | I'll take you about 90 seconds at most. |
| 1:36.2 | Please do that. |
| 1:36.8 | It hugely helps me out. |
| 1:38.5 | This week, actually, just before recording this, I enjoyed my highest ever position in the iTunes store here in the UK on |
| 1:44.8 | the business section of the podcast number two behind Tim Ferriss of all people and ahead of |
| 1:50.4 | Moneybox live. So that's very cool. Great to be in such exalted company. And it's your reviews |
| 1:55.5 | that got me there and will keep me there. So thank you so much for those of you have done that. |
| 1:59.7 | If you haven't yet, please do at meaningfulmoney.tv slash iTunes. As ever, this podcast is brought to you with the help of my good |
| 2:06.5 | friends at seven investment management who are a firm of investment managers based up in London. |
| 2:11.1 | They specialize in multi-asset investing, something I talk about a lot on this show. They bring |
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