Bonus episode: The big Budget pension and investing questions answered

• 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?

Follow us on Instagram @dmgnewmedia.

Follow us on TikTok @dmgnewmedia

Follow us on X @dmgnewmedia

Email us [email protected]

Text us  020 7938 6000.

Hosts: Georgie Frost, Simon Lambert, Lee Boyce, Helen Crane

Producer: Georgie Frost

Hosted on Acast. See acast.com/privacy for more information.