We spoke to Content Creator, Anna Pearce, or as you may know her ā@propertyempress ā, about getting started with a rental property.
She highlights why checking your credit file early could make a real difference when applying for a mortgage. Ensuring your file is as clean as possible could help you access better rates.
If investing is something youāre thinking about, itās something worth checking in advance.
Money and mental health are more connected than we often realise and if youāve been feeling the pressure, youāre not alone. This Mental Health Awareness Week, weāre sharing simple ways to feel a bit more in control. Your finances donāt define you. Taking small steps to understand them and seeking support could help ease the burden.
Big changes are coming for Inheritance Tax (IHT) rules! Dan Stean, Senior Performance Management Manager at PensionBee, explains that from April 2027 pensions will sit inside your estate.
With homes and pensions often making up the bulk of peopleās wealth, this shift could have a wider impact than many expect.
It could be worth starting to think about what these changes might mean for your plans.
Watch the full discussion. And remember, if you enjoyed this episode please leave us a rating on your preferred podcast streaming service!
A seasonal reset doesnāt only have to be for your home. A quick financial check in could help you spot small changes that add up over time. Whether itās subscriptions or savings, itās often the little things that make the difference. Which one of these tips do you think youāll start with?
āIād really like to build up a proper holiday fund. Weāve been very careful the past few years, so some slightly more splurgy holidays would be a real treat.ā
In partnership with @pensionbee , weāre diving into the day-to-day reality of how people earn, spend and save ā from small wins to bigger financial goals.
Tap the link in bio to read more š
#moneyarchetypes #personalfinance
Your pension doesnāt just invest, it has a voice.
Hereās how customer views helped shape PensionBeeās shareholder voting and engagement in 2025, plan by plan.
From climate action to workersā rights, customer priorities guide how we act as shareholders. This is what it looks like when pension investing reflects the people behind it.
Inheritance Tax (IHT) can feel a bit complex at first glance. Annaliese Barber, Solicitor and Director at @Richardreedsolicitors , breaks down how it works, including whatās counted as part of your estate and when it becomes taxable. She also touches on key allowances that are available.
A helpful starting point if youāre trying to get to grips with the basics.
Watch the full discussion. And remember, if you enjoyed this episode please leave us a rating on your preferred podcast streaming service!
Ad.| Save this to do when you have 5 mins and demystify the life you are actually saving up for in the future.
F for Fixed costs
U for Usual Necessities
T for Time & fun
U for Under your care
R for Real wants
E for Evaluate it
For all the links in the video, comment ālinksā and Iāll send them over. ļæ½Plus, donāt forget, Iāve created a free guide for you in collaboration with @pensionbee , to help you find ways to boost your pension in 2026. Iāll send that over as well when you comment ālinksā.ļæ½
#AD #savingmoney #personalfinance
Dan Stean, Senior Performance Management Manager at PensionBee, gives his take on handling an inheritance.
He shared how heās approached it personally, dividing it across different priorities.
Some went into investments, some into holiday funds, and some straight into his pension.
Itās a great reminder that an inheritance can be split in ways that balance fun today with planning for tomorrow.
Over the next 30 years, Baby boomers are expected to pass down an astonishing Ā£5.5 trillion in assets*. But how prepared are families for the āgreat wealth transferā?
In this episode, we explore how generational wealth gaps, rising costs, and changing rules could reshape financial futures across the UK.
From Inheritance Tax (IHT) changes to the importance of wills and open conversations, our guests share what people could start thinking about now.
Watch the full discussion. And remember, if you enjoyed this episode please leave us a rating on your preferred podcast streaming service!
*Kings Court Trust
Ever wondered how some generations seem to have built wealth more easily than others? Annaliese Barber, Solicitor and Director at @Richardreedsolicitors , shares how timing could have played a big part.
From post-war growth and stronger job security to more affordable housing, the conditions may have worked in their favour. Add in lower university costs and more generous pensions, and it starts to paint a clearer picture.
Watch the full discussion. And remember, if you enjoyed this episode please leave us a rating on your preferred podcast streaming service!
@Niazadaz , Co-Founder of @Millennialmoneyuk , shares why he thinks inheritance is starting to play a big role in shaping financial outcomes.
In his view, what you inherit could increasingly matter more than what you earn. So, do you think weāre drifting toward a future where your starting point defines everything?
