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At-Retirement

 

 

Choices and Decisions:

 

• Whether to take some tax free cash or not

• The implications of part time work or            keeping working

• Starting to take income from your                 pension pot tax efficiently

• Building in flexibility around future              income levels

• Maximising death benefits and provision      for ill-health

• Ensuring your money will not run out

• Minimising the risk of your investments

• Maximising tax efficiency around passing    wealth to the next generation

• Making provision for later life.

 

The tax treatment is dependent on individual circumstances and may be subject to change in future

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