Show Notes
In this final episode of 2025, Matthew and Joe tackle the most frequently asked questions about retirement planning and pensions.
Topics include:
- Tax efficiency when drawing smaller pensions - Gifting from income vs. capital - UFPLS and tax-free cash strategies - Flexi-access drawdown mechanics and practical tips - Consolidating pensions for simplicity - Investment choices and lifestyle funds - Bridging the gap before pension age - Death benefits and inheritance planning
Packed with practical insights and real-world examples, this episode helps you make informed decisions for a confident retirement.
Got a question or scenario you'd like us to cover? Email us at [email protected] or leave a comment below.
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.
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