QA60 - Listener Questions, Episode 60

“Roger said “why pay tax earlier than you need to” - is there not an assumption that in future the gov will need more money, so the tax burden will only increase over time (irrespective of political parties). Thus the cheapest time to pay ta…”

“Given the logic of not liking change to pension aka "meddling" I assume you took the same view of the 2015 pension reform which opened up this avenue of financial planning whereby rather than using a pension to provide for your old age it i…”

“Avi should just use their pension pot to buy an annuity. That would put them in effectively the same situation as someone with a DB pension.”

“If you have a house, married and children, then the inheritance tax limit is £1,000,000. The expected number of people paying inheritance tax on pensions is less than 9%, before the change it was just over 6%. So for the vast number of peop…”