Chartered Financial Planner based in the UK.
Contact: [email protected]

Or book an initial call via: https://featherstonepartners.co.uk/ab...

How to retire using an ISA & PENSION tax efficiently // UK Pension & ISA

In some recent research from Aviva the age at which most aspire to retire early is at age 60. This therefore leaves a gap between age 60 and their State Pension age. This video looks at the position of having both pension and ISA assets and considers where should the income be taken from and how it can be balanced and drawn in the most tax efficient manner. We'll also consider the death benefit position of each in terms of tax.

Aviva article referenced:

https://www.aviva.com/newsroom/news-r...

🗒 Please note:

The information provided is based on the current understanding of the relevant legislation and regulations and may be subject to alteration as a result of changes in legislation or practice. Also it may not reflect the options available under a specific product which may not be as wide as legislations and regulations allow.

All references to taxation are based on my understanding of current taxation law and practice and may be affected by future changes in legislation and the individual circumstances.

This channel is for information and education purposes only. Any information or guidance given does not act as financial advice. Please consult a financial adviser if you are unsure in anyway.

Keep in mind that the value of your investments can go down as well as up, so you could get back less than you invest.


⭐ My aim is to provide education and guidance to help individuals understand pensions, investments and protection.

#pension #isa #financialplanninguk