WealthTalk - money, wealth and personal finance.

Pensions and Inheritance Tax - Post-budget Q&A w/ Kevin Whelan


Listen Later

In this episode of WealthTalk, Kevin Whelan delves into the latest budget changes around pensions and inheritance tax, shedding light on how these updates may impact your wealth-building path. 

Kevin explains why pensions remain one of the most effective tools for growing long-term wealth and shares key tips for maximising tax relief and managing funds wisely. 

He also explores the unique benefits of Small Self-Administered Schemes (SSAS) for business owners, especially in streamlining wealth transfer and establishing a lasting legacy. 

Focusing on proactive tax planning—from inheritance tax exemptions for spouses to preserving essential pension benefits—Kevin provides listeners with the insights needed to adapt and thrive. 

Whether you’re just starting out or already advancing in your wealth journey, this episode is packed with valuable strategies to help you make the most of the latest financial changes. 

Tune in and take charge of your financial future!

Resources Mentioned In This Episode:

>> The 2024 Autumn Budget Breakdown Report [Free Download]

>> The 2024 Autumn Budget Breakdown [Webinar Replays]

Next Steps On Your Wealth Building Journey:

>> Join the WealthBuilders Facebook Community

>> Schedule a 1:1 call with one of our team

...more
View all episodesView all episodes
Download on the App Store

WealthTalk - money, wealth and personal finance.By Kevin Whelan and Christian Rodwell

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like WealthTalk - money, wealth and personal finance.

View all
The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

86 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

79 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

14 Listeners

This is Money Podcast by This is Money

This is Money Podcast

34 Listeners

Disruptors by Rob Moore

Disruptors

112 Listeners

The Progressive Property Podcast by Kevin McDonnell

The Progressive Property Podcast

9 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

6,786 Listeners

The Money Podcast by Rob Moore

The Money Podcast

21 Listeners

Property Magic Podcast by Simon Zutshi

Property Magic Podcast

5 Listeners

James Sinclair's Business Broadcast by James Sinclair

James Sinclair's Business Broadcast

6 Listeners

The Blueprint Podcast by Daniel Hill

The Blueprint Podcast

3 Listeners

Commercial Property Investor Podcast by Jerry Alexander

Commercial Property Investor Podcast

3 Listeners

Simon Squibb by Simon Squibb

Simon Squibb

10 Listeners

Making Money by Most

Making Money

9 Listeners

The Commercial Property Podcast by Suzi Carter

The Commercial Property Podcast

0 Listeners