Saving you tax

For those people utilising flexi-access drawdown, your withdrawals can be taken in a host of ways through your retirement. Each method of withdrawing money will be treated differently for tax, it’s essential that your initial and ongoing plan involves a strategy for taking income in the most tax-efficient way.

If you opt for initial and ongoing advise from a Financial Adviser, a major part of their role will be to guide you tax-efficient options and to ensure you understand the tax implications of each withdrawal you make. Every Chartered Financial Planner at Clinton Kennard Associates has passed an advanced level financial planning qualification in Taxation.

Tax treatment varies according to individual circumstances and is subject to change.

Just click above to make an appointment