QA44 - Listener Questions, Episode 44
About this episode
In this episode, Pete Matthew and Roger Weeks answer listener questions on various aspects of UK personal finance, including inheritance tax and pensions.
In this Meaningful Money Q&A episode, Pete Matthew and Roger Weeks answer six listener questions on UK personal finance, pensions and investing. We cover inheritance tax (IHT) and who actually pays it, a defined benefit pension "state pension deduction" before State Pension age, and whether salary sacrifice affects higher-rate tax relief. We also discuss whether global tracker funds are too concentrated in the US, how offshore investment bonds compare to a general investment account (GIA), and how IHT taper relief works for gifts and the nil-rate band. Shownotes: https://meaningfulmoney.tv/QA44 03:40 Question 1 Hi Pete and Roger, I have been really enjoying your podcast and have learned so much about finance, tax and investments that I did not know before. I enjoyed your episode on inheritance tax. I have a question regarding inheritance tax and what happens if beneficiaries are unable to afford to pay it. My parents are wealthy with three properties (mortgages all paid off) and a large private pension, my parents also had a limited company which they used to maximise their earnings by minimising tax. However, me and my brother are average in the financial sense, where we…
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
- QA43 - Listener Questions, Episode 43
- QA42 - Listener Questions, Episode 42
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