The Meaningful Money Personal Finance Podcast
1) Listener Questions - Episode 24
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 from financial planning if you’re on benefits to tax-free cash ...Show More
2) Listener Questions Episode 23 - Inheritance Tax
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 a bit and we had some surprises as we researched the answers...Show More
3) Listener Questions Episode 22: Financial Planning for Children
This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low. Shownotes: https://meaningfulmoney.tv/QA22 01:3...Show More
4) Listener Questions, Episode 21
This week, we’re covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it’s another MM Q&A! Shownotes: https://meaningfulmone...Show More
5) Listener Questions - Episode 20
It’s another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and much more besides! Shownotes: https://meaningfulmo...Show More
6) Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
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 Protection Trusts. I was able to help him answer one specific quest...Show More
7) The Soul of Wealth with Dr Daniel Crosby
I’m delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a new book out, which I highly recommend, called The...Show More
8) Listener Questions - Episode 19
It’s another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more besides! Shownotes: https://meaningfulmoney.tv/Q...Show More
9) Listener Questions 18 - IHT, Trusts and Care
We’ve managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots for Roger and Pete to get stuck into! Shownotes: ht...Show More
10) Listener Questions Episode 17 - In Our 30’s
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 and retirement planning - yes, even in your 30’s! Shownote...Show More