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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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