QA41 - Listener Questions, Episode 41
About this episode
Pete Matthew and Roger Weeks answer listener questions on UK personal finance, focusing on pensions, tax, and planning ahead.
In this Meaningful Money Q&A, Pete Matthew and Roger Weeks answer listener questions on UK personal finance, focusing on pensions, tax, and planning ahead. Topics include SIPP vs Lifetime ISA, retirement drawdown and which accounts to spend from first, Junior SIPPs, gifting company shares (IHT and CGT), and UFPLS vs drawdown. Shownotes: https://meaningfulmoney.tv/QA41 01:47 Question 1 Hello Pete, Roger and team. I'd first like to say thank you for all the wonderful information you provide, it has been a great aid for increasing my financial intelligence and helping me secure my family's financial future. My question is regarding the benefits of a SIPP vs a LISA in terms of retirement. My understanding is they both benefit loosely from the same boost. 25% Boost for LISA and in effect 25% boost to a SIPP due to the 20% tax relief as a basic rate tax payer? They are both locked away for a long period and are both released early if I was to suffer from any serious ill health or death? Due to this is there any benefit I am overlooking in terms of a SIPP over a LISA invested in a world wide fund? Other than age of access? I am currently 36 and due to the increasing demands of…
More episodes of The Meaningful Money Personal Finance Podcast
- QA47 - Listener Questions, Episode 47
- QA46 - Listener Questions, Episode 46
- QA45 - Listener Questions, Episode 45
- Planning for Pensions and IHT
- QA44 - Listener Questions, Episode 44
- QA43 - Listener Questions, Episode 43
Explore listener stats, chart rankings, contacts and more on the The Meaningful Money Personal Finance Podcast podcast page.