
QA47 - Listener Questions, Episode 47
Time for another Q&A episode where Roger & Pete answer questions on retirement planning, passing assets to children. SIPP vs ISA and much mo...
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Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all...

Time for another Q&A episode where Roger & Pete answer questions on retirement planning, passing assets to children. SIPP vs ISA and much mo...

In this Meaningful Money Q&A episode (QA46), Pete Matthew and Roger Weeks answer six listener questions on the financial decisions many UK h...

In this episode of the MeaningfulMoney Q&A, Pete and Roger answer six listener questions covering a wide range of personal finance topics. W...

From April 2027, many unused pension funds are set to be brought into the IHT net, changing how pensions work for legacy planning. Pete and...

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer six listener questions on UK personal finance, pensions and invest...

If you're a UK beginner and you're not sure where to start investing in 2026, Pete and Roger talk you through a calm, step-by-step investing...

Pete Matthew and Roger Weeks cover self-employed saving rates, inheritance tax and estate planning, and how dividends are treated inside pen...

In this Meaningful Money Q&A, Pete Matthew and Roger Weeks answer listener questions on UK personal finance, focusing on pensions, tax, and...

Pete is joined by Andy Hart to cut through the noise and talk about Andy's new book No Bullsh*t Money Advice, sharing straight-talking, prac...

In this episode we answer listener questions covering emergency funds for higher and additional rate taxpayers, and inheritance tax consider...

Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure t...

Pete and Roger answer six listener questions covering Coast FIRE strategies with GIAs, US 401(k) tax implications in the UK, record keeping...

This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the hum...

This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make...

It's another Meaningful Money Q&A, taking in the £100k tax trap, splitting pensions on divorce, safely switching investment platforms and mu...

This is an important episode. Here, Roger and Pete dive deep into one of the most important subjects for anyone looking to improve their fin...

Welcome to the first podcast of 2026 where Roger and Pete answer more of your varied and interesting questions, covering everything from wha...

Join Roger and Pete for a 2025 retrospective where we look into the kind of year it's been and a little bit ahead to 2026. MERRY CHRISTMAS!...

Welcome to the last Q&A session of 2025. In this show we cover selling properties to invest in pensions instead, starting to invest for the...

It's episode 600 of the podcast, not that we're doing much to mark that milestone! We have some excellent questions today, taking in retirem...

We're getting into the groove of doing video podcasts now, and today we have another mixed bag of questions. They include the tax implicatio...

Roger and Pete discuss the November 2025 Budget, 24 hours after it was announced by Chancellor Rachel Reeves. We cover the salient points fr...

Welcome to another show full of questions form you, the audience and hopefully some meaningful questions from Pete & Roger. This week we hav...

This week I enjoy a brilliant conversation with Dan Haylett, a fellow financial planner and podcaster, and author of The Retirement You Didn...

Some excellent questions this week, as always, and with the added bonus of moving the podcast onto YouTube! Join Pete and Rog as they answer...

A couple of questions this week about having too big a pension fund, plus a great question on platform choice where Rog and Pete discuss the...

It's another varied mix of questions, with a couple on catching up after a late start, avoiding the 60% tax trap and lots more. Shownotes: h...

In today's Q&A episode, we're answering a bunch of questions from those on the threshold of retirement, getting into the nitty-gritty of age...

It's another mixed-bag of questions this week, covering income protection, the local government pension scheme, avoiding the 60% tax trap an...

This week, we have questions about planning property purchases together as a soon-to-be-married couple, investing an inheritance, balancing...

Some great questions this week about planning for the loss of the personal allowance, investing in GIAs, persuading an aunt to write a will,...

It's another packed and mixed bag of questions here on Meaningful Money. Today we deal with Seafarer's pension contributions, tax-free cash...

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 fro...

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...

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

This week, we're covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much m...

It's another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffe...

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 Protect...

I'm delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Dan...

It's another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and...

We've managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planni...

A bit of a themed Q&A this week, with some great questions from folks in their 30's. We cover share save schemes at work, large inheritances...

It's time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions...

Another mixed bag of questions this week, including pension tax free cash, salary sacrifice for electric cars, de-risking a pension and buyi...

Welcome to another MM Q&A, taking in budgeting rules of thumb, pension tax relief and offshore worker pension contributions, and lots more b...

This week's MMQ&A covered questions on whether you need an emergency fund in retirement, starting late and the mechanics of the residence ni...
Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered! O...

This week we devote an episode of the MMQ&A to pensions of all flavours, answering questions on public sector schemes, partial transfers, fu...

This week we answer questions on the loose theme of capital gains tax and investing via General Investment Accounts (GIAs). Spoiler alert -...

We really hesitated to put anything out regarding the current market volatility as we didn't want to add to the noise. But now that we're a...