Pensions and Inheritance Tax - WHAT NOW?

The dust has settled on the changes announced in the Autumn Budget 2024, and we're now starting to think about the implications and in my case, especially the financial planning implications of pensions and inheritance tax. In this video, I explain the Budget pension changes in full and offer some suggestions about what we might think about doing to plan around them.

#meaningfulmoney #meaningfulacademy #pension #inheritancetax #budget2024

👉 MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/financi...
👉 MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwe...
👉 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirem...

🏷️ Use PROMO Code "YOUTUBE" to save on any of the courses.

🎟️ Trading 212 partnered with MeaningfulMoney:
Sponsored Link. To get free fractional shares worth up to 100 EUR/GBP, you can open an account with Trading 212 through this link: https://trading212.com/promocodes/MM212. Terms apply.
--- Risk Disclaimer: When investing, your capital is at risk, and you may get back less than invested. Past performance doesn’t guarantee future results.
--- If you do not get your free share after depositing £1. Use promo code MM212, you will find it in the section with the three lines in the bottom right corner of the app.

📙 The MeaningfulMoney Handbook: http://petesbook.com
The MeaningfulMoney Community (Facebook):
👉 https://meaningfulmoney.tv/community

👉 Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch
👉 Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/...

CHAPTERS:
00:00 - Intro
00:43 - The changes and their impact
04:45 - Planning: Draw more and gift
06:25 - Planning: Draw more and spend
06:56 - Meaningful Academy Retirement Planning
07:52 - Other planning options
09:30 - Conclusion: We have time!

FOLLOW ME:
✔ Facebook:   / meaningfulmoney  
✔ Twitter:   / meaningfulmoney  
✔ Instagram:   / meaningfulmoney.tv  
✔ LinkedIn:   / petematthew  
✔ Website & Podcast: https://meaningfulmoney.tv

⚠️ IMPORTANT: Please be aware that MeaningfulMoney does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information.

📫 Leave me a comment below - I read all of them and love hearing from you!