29: Retirement Planning for Couples - Tax-Efficiency & Emotional Readiness

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/98/05/bd/9805bd05-a42f-5981-a68a-0b18a41cd5b5/mza_86281281975923273.jpg/600x600bb.jpg

Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

2 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

Education

RSS

All content for Retire Well with Wealth of Advice is the property of Wealth of Advice and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Education

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/42628079/42628079-1736251281786-3e339b4d6278.jpg

29: Retirement Planning for Couples - Tax-Efficiency & Emotional Readiness

Retire Well with Wealth of Advice

31 minutes 48 seconds

3 months ago

29: Retirement Planning for Couples - Tax-Efficiency & Emotional Readiness

In Episode 29 of Retire Well, Matthew and Joe dive deep into the essentials of retirement planning for couples, covering both the financial strategies and psychological considerations that shape a successful retirement journey.🔍 Topics Covered:

Understanding the nil rate band and residence nil rate band
Estate planning and inheritance tax strategiesThe importance of joint financial planning and cash flow modelling
Navigating unequal pension pots and spousal transfersLeveraging state pension top-ups and National Insurance credits
Exploring annuities, marriage allowance, and tax-free cash options
Balancing retirement goals when partners have different timelines or risk profiles

💡 Whether you're approaching retirement or just starting to plan, this episode offers practical insights and actionable tips to help couples align their financial futures and make informed decisions together.📬 Got questions? Drop them in the comments or email us at retirewell@wealthofadvice.co.uk for a chance to be featured in future episodes!--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.