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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