Planning for Pensions and IHT

The Meaningful Money Personal Finance Podcast by Pete Matthew

Apr 8, 202633:14Business

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 Roger explain what's changing, what still remains exempt, where "double tax" can...

Related Episodes

Continue listening to more episodes from The Meaningful Money Personal Finance Podcast.

QA58 - Listener Questions, Episode 58

Aug 12, 2026 - 40:37

In this Meaningful Money Q&A (Episode 58), Pete Matthew and Roger Weeks answer six real listener question...

QA57 - Listener Questions, Episode 57

Aug 5, 2026 - 49:48

In this UK personal finance Q&A, Pete Matthew and Roger Weeks answer listener questions on offshore inves...

Your Money & Your Mind - Adam Cockerham

Jul 29, 2026 - 41:58

In this episode of the Meaningful Money Podcast, Pete Matthew talks to Chartered financial planner Adam C...

QA56 - Listener Questions, Episode 56

Jul 22, 2026 - 35:51

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer real listener questions on UK r...

QA55 - Listener Questions, Episode 55

Jul 15, 2026 - 45:15

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer real listener questions on UK p...

QA54 - Listener Questions, Episode 54

Jul 8, 2026 - 39:21

In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer listener questions on key UK pe...

Life Search: Protection for Middle Age

Jul 1, 2026 - 34:32

In this episode, Pete is joined by Justin Harper from LifeSearch to explore why life insurance and financ...

QA53 - Listener Questions Episode 53

Jun 24, 2026 - 43:33

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