HeyJaredFinancial Illumination
Financial Illumination is a podcast which shines a light on all things financial. Brought to you by leading UK Financial Planning firm Lumin Wealth.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
How Much Money Do I Need to Retire? Retirement Planning & Pensions | Lumin Wealth (opens the original)
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How much money do you really need to retire? Is there a magic retirement number, or does it depend on your lifestyle, spending and financial circumstances? In this episode of the Financial Illumination podcast, brought to you by Lumin Wealth, Harvey Armstrong and Alan Pereira explore how to work out how much you need for retirement and how to build a sustainable retirement plan. They discuss retirement planning, pension savings, the State Pension, inflation, budgeting, Defined Benefit pensions,
ISA Changes 2027 Explained: Cash ISAs, Investments & Capital Gains Tax | Lumin Wealth (opens the original)
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What do the upcoming ISA changes mean for your savings and investments? And what should you be thinking about before April 2027? In this episode of Financial Illumination, James Corcoran is joined by Jack Dudley from Lumin Wealth to break down the latest changes affecting Cash ISAs, Stocks & Shares ISAs and General Investment Accounts, and what they could mean for your long-term financial planning. The conversation explores the proposed reduction in the Cash ISA allowance from £20,000 to £12,000
Are You Making These Common Investment Mistakes? (opens the original)
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Investing isn’t just about picking the right investments, it’s about avoiding the costly mistakes that can quietly erode your returns. In this episode of Financial Illumination, Senior Financial Consultant, Sara Moore is joined by Financial Consultant, Kris Fisher, to explore some of the most common investment mistakes – from trying to time the market and making emotional decisions, to following social media trends without doing your own research. They discuss why diversification matters, how fe
Inheritance Tax (IHT) Strategies: The Insurance Approach More Families Should Know About (opens the original)
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What if a Whole-of-Life insurance and annuity could help fund an Inheritance Tax (IHT) bill? As more families become affected by IHT – and with pensions set to form part of your estate for IHT purposes from April 2027 – planning ahead has never been more important. In this episode, hosts Harvey Armstrong and Alan Pereira explore how Whole-of-Life insurance and annuity strategies can help provide funds to meet an IHT bill, protecting more of your wealth for future generations. They also discuss w
What Happens To Your Pension When You Die? (opens the original)
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Pension death benefits are one of the most valuable, and least understood, aspects of financial planning. With around 35% of UK wealth held in pensions, they play a major role in how wealth is passed between generations, yet many people are unaware that pension benefits often sit outside of their Will. In this episode, Financial Consultant, Israel Babatunde, explains what pension death benefits are, dispels some of the most common misconceptions, and discusses why beneficiary nomination forms ar
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