• Bonus episode: The big Budget pension and investing questions answered

  • Nov 6 2024
  • Length: 37 mins
  • Podcast

Bonus episode: The big Budget pension and investing questions answered

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  • Summary

  • On this special bonus episode of the This is Money Podcast, Rob Morgan, chief analyst at Charles Stanley Direct, joins Simon Lambert to answer the big questions that have emerged from last week's Budget.

    On this podcast, Simon and Rob cover among other things.

    • Pensions and inheritance tax: Who will be caught out
    • What can investors do – should they spend their pensions before other savings?
    • What has happened with capital gains tax - and who will it catch?
    • What are the best ways to keep a CGT bill down?
    • How can savers and investors beat the frozen threshold stealth tax?
    • What are the financial planning basics people should make sure they get right?
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