KNOW – Pensions no longer outside of estate KNOW – Some important exemptions still remain KNOW – In some cases

Everything You Need To Know – life vs product – listens vs talks – behaviour vs numbers – clear vs

– Why Financial Planning Is Not About Money – Planning vs Product – The Core Human Skills of Great Advisers

– What People Think Financial Advisers Do (and Why That’s Incomplete) – The Structure of a Modern Advice Firm –

Everything you need to KNOW – Market & investment risks (the ones everyone worries about) – Inflation & purchasing power

Hi folks and welcome to the Meaningful Money Podcast, Session number 602. It’s Christmas Eve, so a very Merry Christmas

Income Tax Capital Gains Tax IHT State Pension Salary Sacrifice What was NOT announced VCTs High-Value Council Tax Surcharge EV