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The Meaningful Money Personal Finance Podcast — QA48 - Listener Questions, Episode 48
Buzzing ratingBUZZING· 71%32m·2026-05-06·Money

QA48 - Listener Questions, Episode 48

The Meaningful Money Personal Finance Podcast · 620

It's another Q&A show where Roger and Pete answer YOUR questions about such mighty subjects as bridging the gap from retirement to state pension, CGT for non-taxpayers and much more besides! Shownotes: https://meaningfulmoney.tv/QA48 02:18 Question 1 Hello Pete and Roger, wonderful podcast and I'll try and acceed to…

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What people are saying

“If Will and expression of wishes are separate. How is the inheritance tax calculated and where does it come from? Evenly across both, or can someone receive from the pension but the person in the will gets less due to higher inheritance tax…”

— @paulgerrard123 · YouTube comment

“For Marion, one thing to consider is switching to an investment that prioritises income over capital growth. This could, for example, be a high dividend paying ETF, or a corporate bond fund. The income from these investments will be taxed a…”

— @Daffy-Duck-v7e · YouTube comment

“Yes, the CGT info for non tax payers is hard to find 😮 !! We went through this a few years ago when my wife sold a rental property. By the time it sold we were in a new tax year and she had no income. Eventually tracked down that the perso…”

— @kevinrichards6506 · YouTube comment

“great use of my time off listening to these two :)”

— @minimad8793 · YouTube comment

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