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Aideen Finnegan

πŸ‘€ Speaker
691 total appearances

Appearances Over Time

Podcast Appearances

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

A quick version.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

I know, but you have to file a tax return, don't you, every year?

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Yeah.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

And just to explain for people who might know, it's where you pay tax as if you made money from the fund, but you haven't because you haven't.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Yeah, because someone might say you're rich because you live in this house and you're like, yeah, but I live in it, like I haven't sold it and I don't have the money.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

And we've also negated what you've said, which is to leave it for decades.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

OK, but in the meantime, we do have to keep track of that.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Is there a good way for novices to kind of keep an eye on what they're going to owe?

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Fingers crossed.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

All right.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Well, we'll chat again in eight years and see how we get on with that, Dan.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Dan Malone, thank you very much for joining us today.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

That's it for today.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

I hope you enjoyed this as a two-parter.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

If you found it beneficial to deep dive into a financial topic over two episodes like this, or if you're still confused, please do let me know because this will help me fine-tune what you guys want to hear.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

My thanks again to Dan Malone and thanks also to JJ Vernon who was on sound today.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Next week, we'll be talking about summer holidays with Conor Pope and what to do if the fuel crisis upends your travel plans.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

I'm Aideen Finnegan.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

This was Better With Money.

Better With Money
'Never open that app again' - Investing platforms, ETFs, and the deemed disposal headache

Talk to you next week.