11: Beyond Pensions: Alternative Investment Strategies for Retirement

18/03/2025 29 min Episodio 11

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Episode Synopsis

In this episode of Retire Well, Matthew and Joe explore the non-pension side of retirement planning, diving into smart investment strategies to supplement your income. From ISAs and general investment accounts to investment bonds and premium bonds, they break down how different financial tools can work together for tax efficiency, long-term growth, and wealth preservation.They also discuss:✅ The role of ISAs in tax-free investing and their long-term benefits.✅ How investment bonds can provide tax-deferred withdrawals and estate planning advantages.✅ The pros and cons of holding cash vs. investing in today's financial landscape.✅ A little-known option: purchase life annuities for guaranteed lifetime income.Whether you've won the lottery or are simply looking to maximise your retirement savings, this episode is packed with expert insights to help you make informed financial decisions.🔔 Don’t forget to like, subscribe, and drop your questions in the comments!www.wealthofadvice.co.ukenquiries@wealthofadvice.co.ukWealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. This content is for educational purposes only and is not personal financial advice.

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