QA49 - Listener Questions, Episode 49

QA49 - Listener Questions, Episode 49

From The Meaningful Money Personal Finance Podcast by Pete Matthew

May 13, 2026 · 39 min · Episode 622

About this episode

Pete Matthew and Roger Weeks answer listener questions on various aspects of UK personal finance.

In this episode of the Meaningful Money Podcast Q&A, Pete Matthew and Roger Weeks answer six real listener questions on UK personal finance - from inheriting a SIPP (and the under-75 vs over-75 rules), to how inheritance tax could hit a property-heavy estate. They also discuss what to do with a large Employee Stock Purchase Plan (ESPP) holding, whether a longer 35-year mortgage can be a safer option, and the realities of financial planning for UK expats. Finally, they tackle a growing concern for many UK investors - how to protect wealth from increasingly sophisticated scams and impersonation fraud. Shownotes: https://meaningfulmoney.tv/QA49 02:04 Question 1 Hello Pete & Rog. Thanks for the wonderful podcast I will keep it as brief as possible as it means hopefully you can squeeze more content for your listeners. I am a 35 yr old renting in London with a salary of approximately 35k and would consider buying my own place if I could build up enough of a deposit. My mum died a long time ago but my dad has just been informed that he has a medical condition which will probably end his life in the next 5 years or so. He is currently 73. I don't have any siblings and my dad has…

People in this episode

Host: Pete Matthew

Guest: Roger Weeks

Topics covered

Mentioned in this episode

Organizations: SIPP, Employee Stock Purchase Plan, Inheritance Tax, UK expats, scams, impersonation fraud

Places: UK

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