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Navigating career, relationships, home ownership while living in an expensive city and planning for what if...
Manage episode 407228376 series 3558938
Treść dostarczona przez Samantha Secomb. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Samantha Secomb lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Fernanda's Situation
In her 30’s, Brazilian and living and working in London for over 9 years, Fernanda is navigating career, relationships, home ownership and managing a lifestyle in an expensive city .
She felt it was time to consider how best to organise things with a view to creating resources for later out of “spare” income available now. She and her long-term partner have 2 cockapoos so the natural progression might lead to children, so any planning needs to be nimble and adaptable.
Challenges:
- Getting the best return possible given the different or uncertain timescales involved for different pots. How to choose? What to expect? Overpay mortgage? Cash in share options? So many choices.
- Wise use of tax allowances and tax efficient investment wrappers ensures best return, but it’s complicated and changes every year. How do you know you have got it right?
- Continued earnings is what makes her financial plan manageable, but what if …………. ?
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