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Retirement Planning: Higher Rate Pension Tax Relief
If you’re a higher rate taxpayer, there is a fantastic opportunity for you to reclaim an additional 20% tax on your personal pension contributions. This results in a total tax relief of 40%.
I’m 60 with £300,000 in my pension. Can I retire?
In this video, I delve into retirement planning strategies by analysing the client case study of John Doe who wants to retire now, at age 60.
The Retirement Life Cycle
Retirement is a big milestone that marks the start of a new chapter in life. It brings up all sorts of emotions, from excitement and anticipation to uncertainty and worry. Understanding the different stages of the retirement life cycle is important because it helps you get ready and handle this phase of your life with confidence.
Demistyfing the Money Purchase Annual Allowance
Planning for retirement can be a daunting task, especially with the ever-changing rules and regulations surrounding pensions. The Money Purchase Annual Allowance is one such rule that can have a significant impact on your pension savings.
4 Big Retirement Regrets
The aspects of retirement that many people wish they had approached differently, both prior to and during their retirement
Retirement Income Guardrails
One of the biggest concerns for retirees is how to make their money last for the rest of their lives, while still being able to enjoy their retirement. In this article, we explore the concept of retirement income guardrails, and how they can help you make the most of your retirement savings.