In this insightful episode of Money Plan, Clare Francis, Savings and Investments Director, Lee Platt, Wealth Planner, and Jenny Souter from the Investments team delve into the world of tax allowances, unravelling the complexities to empower you with strategies for optimising your financial wellbeing. Whether you're a seasoned investor or just starting, this episode equips you with the knowledge to navigate the tax landscape and make informed decisions that align with your financial goals.

Series 2 Ep4: Making the most of your tax allowances

This week, Sophie Barrington speaks with Francis Addai about the recent oil price spike, key takeaways from central bank meetings, and the outlook for the US dollar.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#327 Crude moves. Banks pause. Dollar waits

This week, Sophie Barrington talks to Sean Markowicz about various political developments affecting markets, from German spending plans to the looming deadline for US tariffs.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#328 Political machinations

The end of the second quarter marks one of the busiest in memory. In this week’s episode, Sophie Barrington talks to Luke Pearce about the latest tariff developments, fiscal shenanigans, and US labour market data.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#329 Fiscal shenanigans

This week, Sophie Barrington talks to Sean Markowicz about UK and US macro data, what the detail beneath the surface reveals about the state of the economy and how markets are pricing the future.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#331 Peel the onion

This week, Luke Pearce talks to Francis Addai about the Japanese election, US trade deals with Japan and the EU, and the outcome from the latest ECB policy meeting.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#332 Japanese election, trade deals and the ECB

Sean Markowicz and Sophie Barrington take a deep dive into the US-EU trade agreement, the latest updates from the major central banks, and recent moves in currency markets.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#333 Trade deals, interest rates and the US dollar

This week, Sean Markowicz and Luke Pearce discuss the latest US employment report, the implications for the US Federal Reserve, and the Bank of England’s interest rate decision.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#334 Narrative reset?

This week, Miles Sherry and Will Hobbs tackle some of the most popular client questions, from a potential peace deal in Ukraine to concerns over the latest tech bubble and stagflation in the US.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#335 Bubble watch

This week, Sophie Barrington talks to Sean Markowicz about UK and US inflation data, what the detail beneath the surface reveals about the state of price pressures, and how markets are pricing the future.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#336 Summertime ruminations

This week, Luke Pearce talks to Sophie Barrington about the shift in performance between growth and value stocks. They also discuss Federal Reserve Chairman Powell’s market-moving speech from Jackson Hole, as well as the latest political situation in France.

To read news and insights from Barclays Wealth Management, visit  https://www.barclays.co.uk/wealth-management/news-and-insights/investments/

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - www.linkedin.com/showcase/barclay…tal-investments/

And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

#337 Style dispersion

Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way.
Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever barriers stand in their way.

Series 2 Ep4: Making the most of your tax allowances

Barclays Money Plan

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