37- The Most Important Step When It Comes To Your Pension episode artwork

EPISODE · Mar 15, 2024 · 15 MIN

37- The Most Important Step When It Comes To Your Pension

from Headsup On Money · host Benjamin Mitchell

How do you make sure that your loved ones get their hands on your pension in the most tax-efficient way? This is so easy to do but yet so many of us just aren't aware of it. Your pension doesn't fall under your Will, so you need to be aware of this. Listen for the only summary you need to know, as always sans financial BS! Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake. Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd!  Take my 5 minute retirement assessment (can you already afford to retire?) 🚀Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.

Episode metadata supplied by the publisher feed · Published Mar 15, 2024

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How do you make sure that your loved ones get their hands on your pension in the most tax-efficient way? This is so easy to do but yet so many of us just aren't aware of it. Your pension doesn't fall under your Will, so you need to be aware of this. Listen for the only summary you need to know, as always sans financial BS! Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make anot...

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37- The Most Important Step When It Comes To Your Pension

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