Apr 29, 2026
Time for another Q&A episode where Roger & Pete answer questions on retirement planning, passing assets to children. SIPP vs ISA and much more!
Shownotes: https://meaningfulmoney.tv/QA47
01:42 Question 1
Hi Pete, Roger, and Nick,
Thank you for the podcast - I've been listening for a while but fell behind and just...
Apr 22, 2026
In this Meaningful Money Q&A episode (QA46), Pete Matthew and Roger Weeks answer six listener questions on the financial decisions many UK households are wrestling with right now. We cover bridging the gap to the State Pension with fixed-term annuities, strategies for staying under £100,000 adjusted net income...
Apr 15, 2026
In this episode of the MeaningfulMoney Q&A, Pete and Roger answer six listener questions covering a wide range of personal finance topics. We tackle a tricky inheritance tax situation involving a property bought in children's names, look at pension and ISA options for a daughter likely to spend her career...
Apr 8, 2026
From April 2027, many unused pension funds are set to be brought into the IHT net, changing how pensions work for legacy planning. Pete and Roger explain what’s changing, what still remains exempt, where “double tax” can arise, and the practical steps to consider now — without rushing into knee-jerk...
Apr 1, 2026
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...