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Medical Family Finance

Retirement Planning – Webinar

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We hosted a webinar on Wednesday 24 March to discuss retirement planning in more detail.

Our advisers Paul Hart and Daryl Stafford presented a range of key topics which should be considered as you approach retirement, including:

  • Making sufficient provision to retire
  • Optimum timing for retirement
  • Pros and cons of ‘retire and return’
  • Maximising tax efficiency
  • Mitigating lifetime allowance charges when drawing pensions
  • Obtaining tax-free returns/income from non-pension investments
  • Legacy planning

Watch the webinar in full below:

For further information or to talk to an adviser, please complete our contact form or phone 020 7252 5765.

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