Should You Take Your 25% Tax-Free Cash Now?
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Making sense of Money, with Pete Matthew. In these bite-size financial videos, I explain the basics of financial planning in easy-to-understand language. Money is not difficult to understand, but most people switch off to it. Hopefully I can help you first understand, and then use money to help you achieve your life's aims. Some of the old videos need updating, so always check before you take action, and remember, nothing on here consitutes advice, OK? Check out https://meaningfulmoney.tv for loads more, including an award-winning podcast.
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Media speculation is just going crazy about changes that Chancellor of the Exchequer Rachel Reeves is going to have to make in her November Budget to plug a big hole in the public finances.Of all the possible changes, the one that seems to light people up the most is changes to pensions, and specifically, tax-free cash. Is this something sheβs likely to mess with? #meaningfulmoney #meaningfulacademy #retirementplanning π βοΈ If you'd like to know when the Black Friday Sale starts, just let me know here: https://meaningfulmoney.kit.com/blackfriday2025 π Tom McPhail - Iβm a pensions expert and Iβm taking my tax-free cash now: https://henrytapper.com/2025/10/03/im-a-pensions-expert-and-im-taking-my-tax-free-cash-now-tom-mcphail/ π MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/financialfoundations/ π MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/buildwealth π MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/retirementplanning π·οΈ Use PROMO Code "YOUTUBE" to save on any of the courses. π Recommended Resources: Get your copy of my latest book, The Meaningful Money Retirement Guide, packed with practical strategies to help you retire confidently: π (NEW) https://meaningfulmoney.tv/meaningful-money-retirement-guide/ π Free Resources: Take the quick 5 Retirement Mistakes Quiz to see how well-prepared you really are for retirement: https://scoreapp.meaningfulmoney.tv/5-mistakes π The MeaningfulMoney Handbook: [http://petesbook.com](http://petesbook.com/) The MeaningfulMoney Community (Facebook): π https://meaningfulmoney.tv/community π Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch π Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/wills-from-farewill CHAPTERS: 00:00 Welcome 00:46 Tax-free cash has been around for a long time 01:52 Legislation 03:05 Act now? 04:42 Impacts of possible changes 07:53 Prediction, and what you should (not) do 09:16 Conclusion FOLLOW ME: β Facebook: https://www.facebook.com/meaningfulmoney β Twitter: https://twitter.com/meaningfulmoney β Instagram: https://www.instagram.com/meaningfulmoney.tv β LinkedIn: https://www.linkedin.com/in/petematthew/ β Website & Podcast: [https://meaningfulmoney.tv](https://meaningfulmoney.tv/) β οΈΒ Risk Warnings and Disclaimers **Capital at risk. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video. The information in this video is believed to be correct at the time of its production, but such information is subject to change. E&OE.** Copyright Β© Meaningful Money Limited 2025. All rights reserved. The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it. β οΈ IMPORTANT: Please be aware that MeaningfulMoney does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information. π« Leave me a comment below - I read all of them and love hearing from you!
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