In this listener Q&A episode of Retire Well, Matthew and Joe answer some of the most common retirement and financial planning questions submitted by viewers and podcast listeners.This episode covers:✅ Should you transfer your current workplace pension when consolidating old pensions?✅ Defined benefit pensions and early retirement factors explained✅ How the April 2027 inheritance tax changes will affect pensions✅ Using annuities to reduce inheritance tax liabilities✅ Gifts from income, trusts and discounted gift trusts (DGTs)✅ Residence nil rate band and passing property through trusts✅ The pros and cons of percentage-based financial advice fees✅ Why financial planning is about far more than investment performanceFrom pension consolidation and retirement income strategies to complex inheritance tax planning, Matthew and Joe break down the key principles that can help you make better financial decisions.Got a question for a future episode? Leave a comment or join our next live Listener Q&A on 29th July.--CHAPTERS:00:00 - Introduction00:55 - Pension Consolidation05:30 - Inheritance Tax Planning & Pensions15:14 - Placing Property Into a Trust20:00 - Discounted Gift Trusts Explained26:25 - Financial Advice Fees Explained--LIVE Q&AJoin our next live Q&A by registering on our website:https://www.retirewellpodcast.co.uk/events--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.retirewellpodcast.co.uk--SUBSCRIBE TO OUR NEWSLETTERwww.retirewellpodcast.co.uk---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.

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