77: Pension Transfers, Inheritance Tax & Advice Fees: Your Retirement Questions Answered
Retire Well with Wealth of AdviceShow Notes
In this listener Q&A episode of Retire Well, Matthew and Joe answer some of the most common retirement and financial planning questions submitted by viewers and podcast listeners.
This episode covers: ✅ Should you transfer your current workplace pension when consolidating old pensions? ✅ Defined benefit pensions and early retirement factors explained ✅ How the April 2027 inheritance tax changes will affect pensions ✅ Using annuities to reduce inheritance tax liabilities ✅ Gifts from income, trusts and discounted gift trusts (DGTs) ✅ Residence nil rate band and passing property through trusts ✅ The pros and cons of percentage-based financial advice fees ✅ Why financial planning is about far more than investment performance
From pension consolidation and retirement income strategies to complex inheritance tax planning, Matthew and Joe break down the key principles that can help you make better financial decisions.
Got a question for a future episode? Leave a comment or join our next live Listener Q&A on 29th July.
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CHAPTERS: 00:00 - Introduction 00:55 - Pension Consolidation 05:30 - Inheritance Tax Planning & Pensions 15:14 - Placing Property Into a Trust 20:00 - Discounted Gift Trusts Explained 26:25 - Financial Advice Fees Explained
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LIVE Q&A Join our next live Q&A by registering on our website: https://www.retirewellpodcast.co.uk/events
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TALK TO US Call us: 0191 384 1008 Email us: [email protected] Website: www.retirewellpodcast.co.uk
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.
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