Pension vs ISA – What happens when I DIE?
You need to understand what happens to your pension and your ISA when you die so that you make sure your wishes are met. We’ve looked at putting money in, how they grow and how you get money out, all in the last two videos – now we need to look at the end game.
This video will be release shortly before Chancellor Rachel Reeves’ Budget on 30th October. There is a chance that some of what I say here may change in the budget. If it does, I’ll revisit the subject and I’ll put a flag up here to the update video.
I’ve stayed away from speculation about what might happen in the Budget because it serves no purpose. But when we KNOW what’s going on, I’ll be on it. I’ll be putting out a response video on Budget day, and then on Monday 4th November, doing a live post-Budget Q&A right here on the YouTube channel, so make sure you subscribe and hit the notification button to make sure you don’t miss those.
Head over to Meaningful Academy Retirement Planning This is my site with courses on all aspects of financial planning, but given today’s subject I want to remind you of one key benefit of the paid courses in the Academy – a year’s included access to the powerful financial planning app I use every day with clients – Voyant Go. If you decide to try one of the paid-for courses, use the coupon code YOUTUBE for a discount.
