

QA58 - Listener Questions, Episode 58
In this Meaningful Money Q&A (Episode 58), Pete Matthew and Roger Weeks answer six real listener questions on the money decisions facing UK savers and investors. We cover paying off your mortgage versus investing, gifting surplus income to manage care fees and inheritance tax, and how to buy capital gains tax-free…

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What people are saying
“Hi...great and informative podcast as usual. I do however have one minor quibble. Relatively frequently, paying tax is portrayed as a very negative thing. Phrases like 'lining the tax man's pockets' and 'keeping my money away from the tax m…”
“Another great video / podcast. Thanks both 👍 Loved the first question. We have on 3 occasions paid off our mortgage (albeit in the first two cases we subsequently moved house and took on a new mortgage 😁)and it did feel liberating. The la…”
“we're doing the TFC thing for my wife - to max out her personal allowance during bridge to state pension. Not perfect but better than leaving it go to waste we worked out. 8k a year from my pension TFC becomes 10k in her SIPP and will also…”
“Rusholme ruffian is a Smiths reference”
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