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.

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What do our clients say about us?

Mark has been providing my family and clients with financial and pensions advice for a number of years. I trust and value the on-going service they provide. I have no hesitation in recommending Mark and all at Clinton Kennard.

Nigel Gregory