Mulberry Bow Money Academy (MBMA)

Mulberry Bow Money Academy (MBMA)


Mulberry Bow Money Academy (MBMA), a free to access educational library of short podcasts and vodcasts that will demystify money, financial planning and investing.

If you would like to be kept informed, please email enquiries@mulberrybow.com with your name, email address and whether you are a professional adviser.

MBMA is a free to access educational library of short podcasts that aim to demystify money, financial planning and investing. We want to help smart people avoid doing dumb things with their money!

Please note that Mulberry Bow does not give tax or legal advice and MBMA is purely for discussion purposes only.

Debunking Insurance Bond Wrappers

In this podcast, Simon & Sarah talk to senior tax manager Steve Day about insurance bonds, both the offshore and onshore varieties. Why do some financially successful people love them, while others are less keen? What are the potential pitfalls? Is the exit the trickiest part and could high rates of income tax apply? Where might they fit in from an Estate Plan perspective? MBMA is intended for discussion purposes only and should not be considered as advice of any kind.

Investing in Private Equity, Part One

In this podcast, Jessica Tivey, Simon Bullock and Lee Davy-Martin introduce the key elements of PE (Private Equity). What are the potential benefits of investing in PE? How do EIS & VCT investments differ and why should you care? What are the potential pitfalls of PE and how might you avoid them? Please note that the MBMA podcasts should not be considered advice of any kind.

Implementing your Estate Plan

In MBMA11, our Producer, Sarah, interviews Simon and Wilson Wright Tax Director Steve Day, about what happens when a beautifully crafted Estate Plan hits the reality of implementation. How do you maximise tax efficiency without running the risk of underfunding your lifestyle? What is the best age to start planning and how often should you review? Tax liability on death; whose problem is it and how do you avoid leaving a mess for your loved ones to deal with? Press play to find out. MBMA should not be considered advice of any kind.

Beyond the basics: Trusts, Family Investment Companies and Insurance

In the second MBMA of a three-parter on the Estate Plan, Jessica & Simon debunk the idea that trusts are being made irrelevant by the upsurge in the popularity of using companies to pass wealth down. Why is timing important and are family investment companies worth the cost & hassle? They also lift the lid on Whole of Life insurance and fund of IHT exempt assets. Press to play to listen. Please note that MBMA podcasts are for discussion purposes only.

Intelligent Estate Plan

Jessica and Andrew present the first of a new three-part module on the ‘Intelligent Estate Plan’. They tackle the basics such as Wills, laying the ground for an exploration of some of the more complex areas in the next two MBMA podcasts.

Selling Your Business

MBMA’s producer Sarah Peters talks to Simon Bullock and Lee Davy-Martin, who is a partner of both Mulberry Bow and accountancy practice Wilson Wright. They discuss pre-exit planning for entrepreneurs. MBMA should not be construed as tax advice or a recommendation to take any specific course of action.

Financial Freedom

Jessica, Simon and Andrew conclude the three-part module on how to achieve financial freedom by seeking to bring all the different together, including some real life examples.

The Marmite Debate

In the second part of the three-part module on financial freedom, Jessica and Andrew discuss whether it's necessary to fund pensions and ISAs. MBMA podcasts are for discussion purposes only and should not, in any way, be construed as advice or a recommendation to take any particular course of action.

What's Your Number?

A new three-part module begins with Simon and Jessica discussing what financial freedom actually means and how to set about achieving it. MBMA seeks to helps smart people avoid making dumb decisions about their money, and this module goes to the heart of an issue central to that mission.

Avoiding Investor Mistakes

A one-off MBMA podcast that continues the theme of demystifying the world of money. Jessica talks to Dr Greg Davies, Head of Behavioural Science at Oxford Risk, about his research into investor behaviour and the lessons we can learn from it, to help us make smart decisions about money.

What Does Good Look Like?

The final part in the three-parter on why it's smart to have a financial plan sees Andrew, Jessica and Simon what a good financial plan one looks like and how covering the key areas can help you gain complete financial peace of mind around your money. MBMA should not be considered advice of any kind.

Why Your Friends Don't Have a Plan

In the second of a three-part module, Jessica and Andrew address why – despite the compelling reasons for having one – most of your friends probably don’t have a Financial Plan. They also discuss what they've seen work and not work for clients and how people can overcome apathy and take control of their money.

Why Bother?

The insider’s guide to smart financial planning begins with the team at Mulberry Bow. They'll give you the understanding needed to gain complete financial peace of mind and start here with answering the question 'Why bother with a financial plan?' The podcasts are for discussion purposes only.