BUZZING· 72%33m·2026-04-08·MoneyPlanning for Pensions and IHT
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 decisions. 01:55…
Active swarm energy. Strong reception, real community buzz.
- Platform
- 57%
- Community
- 75%
- Value
- 90%
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“makes sense to draw from pension to max of basic rate threshold and move into ISAs if possible - both to grow but also to migrate to a ‘only taxed once’ vehicle? will still be IHT but won’t be double taxed on withdrawal? So transitioning fr…”
“Is the next government going to change it back? Current one seems hell bent on taking money from those who have saved and invested to give it to those who haven’t.”
“IHT is just legalized theft 🤬”
“Socialism the politics of envy….you play by the rules, work hard, save hard expecting to give your family a boost, but Rachel from accounts wants your cash to support a broken benefits system….”
More from The Meaningful Money Personal Finance Podcast
See all episodes →
Similar episodes from other shows
More like The Meaningful Money Personal Finance Podcast →
59%What you need to know about pensions with Steve Webb
Key changes impacting your money in 2026 and beyond
Money Vault - New Pension & IHT rules explained
38%Deep Dive #11 Your big pensions questions answered
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.