12: Tax-Efficient Drawdown Strategies for Retirement скачать в хорошем качестве

12: Tax-Efficient Drawdown Strategies for Retirement

In this episode of Retire Well, Matthew and Joe break down one of the most important aspects of retirement planning: how to draw income from your pension in the most tax-efficient way possible. They explore key strategies to help you maximise your retirement income while minimising tax burdens. Key topics include: ✅ Understanding tax bands and how they impact your pension drawdown. ✅ The importance of planning before and after state pension age. ✅ How to use tax-free cash and taxable income effectively. ✅ Managing defined benefit pensions and avoiding early retirement penalties. ✅ Common mistakes, including the money purchase annual allowance trap. ✅ Estate planning tips to ensure tax-efficient wealth transfer. Whether you're approaching retirement or already drawing income, this episode is packed with expert insights to help you make smarter financial decisions. 🔔 Don’t forget to like, subscribe, and drop your questions in the comments! TALK TO US ABOUT YOUR FINANCIAL PLAN [email protected] www.wealthofadvice.co.uk 0191 384 1008 SIGN UP TO OUR NEWSLETTER https://www.wealthofadvice.co.uk/news... Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This video is for educational purposes only and is not personal financial advice.