Podcast Episodes

Listener Questions - Episode 25

Episode 589

It’s another packed and mixed bag of questions here on Meaningful Money. Today we deal with Seafarer’s pension contributions, tax-free cash on DB pension schemes and annual allowance calculations. Pl…

Published on 11 hours ago

Listener Questions - Episode 24

Episode 588

This week, Pete is rested after his holiday and may even be more tanned than Roger, for once! We answer a mixed bag of questions ranging from financial planning if you’re on benefits to tax-free cash…

Published on 1 week ago

Listener Questions Episode 23 - Inheritance Tax

Episode 587

This week we have a bunch of questions on the subject of inheritance tax, trusts and estate planning. Fair to say, these stretched us quite a bit and we had some surprises as we researched the answer…

Published on 2 weeks ago

Listener Questions Episode 22: Financial Planning for Children

Episode 586

This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low.

Shownotes: https://meaningfulmoney.tv/QA22 

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Published on 3 weeks ago

Listener Questions, Episode 21

Episode 585

This week, we’re covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it’s another MM Q&A!

Shownotes: https://meaningfulmon…

Published on 1 month ago

Listener Questions - Episode 20

Episode 584

It’s another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and much more besides!

Shownotes: https://meaningfulm…

Published on 1 month, 1 week ago

Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson

Episode 583

Today I’m joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trusts. I was able to help him answer one specific ques…

Published on 1 month, 2 weeks ago

The Soul of Wealth with Dr Daniel Crosby

Episode 582

I’m delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a new book out, which I highly recommend, called Th…

Published on 1 month, 3 weeks ago

Listener Questions - Episode 19

Episode 581

It’s another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more besides!

Shownotes: https://meaningfulmoney.tv/…

Published on 2 months, 1 week ago

Listener Questions 18 - IHT, Trusts and Care

Episode 580

We’ve managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots for Roger and Pete to get stuck into!

Shownotes: h…

Published on 2 months, 2 weeks ago