Retirement plan checklist: 5 years from retirement
Make the most of your tax-efficient pensions and ISA savings
This week - should you take your pension tax-free cash now? Many of those near, or in, retirement are asking themselves that question as rumours swirl of potential reforms to the system for retirement savings.
What are the good - and bad - reasons to take tax-free cash?
Important information: The value of investments and the income from them, can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
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Make the most of your tax-efficient pensions and ISA savings
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Make the most of your tax-efficient pensions and ISA savings