Episode 5 – Concept 5 (Assets)

In this episode of In the know

Mark Brown discusses assets with Neil Clarke.

In what form are the assets that make up your wealth held and does this reflect your needs, attitudes and preferences.

How your assets are held and managed will determine the cost to you, the tax you pay, the level of risk/volatility you experience and the returns you achieve.

This is part of our podcast series focusing on our ‘Seven concepts of financial planning‘.

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