Mar 11, 2026
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...
Mar 4, 2026
Pete is joined by Andy Hart to cut through the noise and talk about Andy’s new book No Bullsh*t Money Advice, sharing straight-talking, practical personal finance insights for UK savers and investors.
Shownotes: https://meaningfulmoney.tv/session611
Book: No Bullsh*t Money Advice
Ebook: No Bullsh*t Money Advice...
Feb 25, 2026
In this episode we answer listener questions covering emergency funds for higher and additional rate taxpayers, and inheritance tax considerations around beneficiary SIPPs. We also discuss whether couples should rebalance pension contributions, the key steps to take before retiring abroad, and what to know about DB...
Feb 18, 2026
Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for anyone considering financial advice.
Shownotes:
Feb 11, 2026
Pete and Roger answer six listener questions covering Coast FIRE strategies with GIAs, US 401(k) tax implications in the UK, record keeping for IHT-exempt gifts, Australian pension taxation for UK residents, pension contributions to avoid the £100k tax trap, and managing a £2M portfolio as Power of...