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Taking income in retirement

7 months ago

Clients typically have a range of assets to support their cash and income needs in retirement. These include pension plans, ISAs, cash savings, investment funds or shares, business assets and buy-to-let properties.

In this webinar, Senior Technical Consultant Rachel Vahey will discuss why the order in which people take income from their savings is important – and how setting the order can help them both to reduce the amount of tax they pay in retirement, as well as to help ensure that, on death, they can pass any unused assets to their family in the most tax-efficient way.

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Rachel Vahey
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Rachel Vahey

Job Title
Senior Technical Consultant

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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