Skip to content
INDEPENDENT MEANS

The library

Find your question.

Six subjects, each in chapters. Every episode is free to watch, hear or read.

8 episodes

  1. Tax

    Income, pensions, gains and selling well. What the rules really mean for a family like yours.

    1. Pensions1
    2. Capital gains1

    Coming: Income and earnings, Tax on your investments

    2 episodes

  2. Investing

    Private banks, portfolios and cash. What is worth paying for, and what never is.

    1. When the money lands1
    2. Who looks after it1

    Coming: Portfolios and costs

    2 episodes

  3. Business

    Building, selling and the life after. For founders before, during and after the deal.

    1. After the sale2

    Coming: Taking money out, Selling

    2 episodes

  4. Property

    Homes, second homes and lettings, honestly costed.

    1. Second homes1

    Coming: Your home, Lettings

    1 episode

  5. Inheritance Tax

    What is taxed, what is not, and passing it on well: gifts, pensions, trusts and the family conversation.

    1. Pensions from April 20271
    2. Gifts and exemptions2
    3. The family conversation1

    Coming: How it works, Wills and trusts

    4 episodes

  6. Giving

    Giving while you can see it: to family, to causes, and how to do both well.

    1. Giving to family2

    Coming: Giving to causes

    2 episodes

Once a month

The Brief

A letter from Luke and Anick on the first Sunday of the month: what changed, what it means, and what we would do. Nothing to buy, no follow-up call, and you can leave with one click.

Full details·Privacy notice