『Retire Well with Wealth of Advice』のカバーアート

Retire Well with Wealth of Advice

Retire Well with Wealth of Advice

著者： Wealth of Advice
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このコンテンツについて

 An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.Wealth of Advice
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  • 50: Your Top Pension FAQs Answered

    50: Your Top Pension FAQs Answered
    2025/12/16

    In this final episode of 2025, Matthew and Joe tackle the most frequently asked questions about retirement planning and pensions.


    Topics include:


    - Tax efficiency when drawing smaller pensions

    - Gifting from income vs. capital

    - UFPLS and tax-free cash strategies

    - Flexi-access drawdown mechanics and practical tips

    - Consolidating pensions for simplicity

    - Investment choices and lifestyle funds

    - Bridging the gap before pension age

    - Death benefits and inheritance planning


    Packed with practical insights and real-world examples, this episode helps you make informed decisions for a confident retirement.


    Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.


    --


    TALK TO US


    Call us: 0191 384 1008

    Email us: retirewell@wealthofadvice.co.uk

    Website: www.wealthofadvice.co.uk


    --


    SUBSCRIBE TO OUR NEWSLETTER


    https://www.wealthofadvice.co.uk/newsletter-sign-up


    ---


    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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    43 分
  • 49: Gifting & Inheritance Tax Explained: How to Give Tax-Efficiently This Christmas

    49: Gifting & Inheritance Tax Explained: How to Give Tax-Efficiently This Christmas
    2025/12/09

    Thinking about gifting this festive season? In this episode of Retire Well, Matthew and Joe break down everything you need to know about tax-efficient gifting and inheritance tax planning. From annual allowances and small gift exemptions to gifts out of surplus income and trusts, we cover the rules, pitfalls, and practical tips to help you plan wisely.


    What you’ll learn:


    What counts as a gift for tax purposes

    Annual gifting allowance and small gift rules

    Special occasion allowances (weddings, etc.)

    Gifts out of surplus income and why documentation matters

    Potentially Exempt Transfers (PETs) and the 7-year rule

    Chargeable Lifetime Transfers and trusts explained

    Common mistakes and how to avoid them

    Why professional advice is crucial for large gifts


    Whether you’re planning to help family now or reduce your future inheritance tax bill, this episode is packed with insights to make your gifting strategy smarter.


    Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.


    --


    TALK TO US


    Call us: 0191 384 1008

    Email us: retirewell@wealthofadvice.co.uk

    Website: www.wealthofadvice.co.uk


    --


    SUBSCRIBE TO OUR NEWSLETTER


    https://www.wealthofadvice.co.uk/newsletter-sign-up


    ---


    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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    35 分
  • 48: Breaking Down the Latest UK Budget: What It Means for Your Money

    48: Breaking Down the Latest UK Budget: What It Means for Your Money
    2025/12/02

    Join Matthew and Joe as they unpack the latest UK Budget and what it means for your personal finances. In this episode, we cover:


    ✅ Key announcements and surprises from the Budget

    ✅ Pension updates – tax-free cash, salary sacrifice limits, and state pension changes

    ✅ Tax tweaks on dividends, savings, and rental income

    ✅ ISA reforms and what they mean for savers and investors

    ✅ Inheritance tax, mansion tax, and other big changes

    ✅ Electric vehicle taxation and more

    Whether you’re planning for retirement or just want to stay informed, this episode gives you practical insights and expert commentary on how these changes could impact your financial future.



    Got a question or scenario you'd like us to cover? Email us at retirewell@wealthofadvice.co.uk or leave a comment below.


    --


    TALK TO US


    Call us: 0191 384 1008

    Email us: retirewell@wealthofadvice.co.uk

    Website: www.wealthofadvice.co.uk


    --


    SUBSCRIBE TO OUR NEWSLETTER


    https://www.wealthofadvice.co.uk/newsletter-sign-up


    ---


    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.
    続きを読む 一部表示
    34 分
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