24: Tax-Free Cash, Pension Transfers & Retirement Planning: Your Questions Answered

17/06/2025 33 min Episodio 24

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Episode Synopsis

In this episode of the Retire Well Podcast, Matthew and Joe dive into your most pressing retirement questions—from tax-free cash limits and pension drawdown strategies to defined benefit transfers and annuity protections.💬 Topics covered include:Will the government reduce tax-free pension cash?Can you transfer pensions between spouses?Tax-efficient drawdown strategies before state pension ageUFPLS vs. Flexi-Access Drawdown: Which is better?Defined Benefit (DB) pensions: transfer rules, indexation, and CTVsPlanning for care home fees with cash flow modellingAnnuity provider risks and FSCS protectionShould you draw pension income now or wait for better tax allowances?Whether you're planning your retirement or already enjoying it, this episode is packed with practical insights and expert advice to help you make smarter financial decisions.👉 Don’t forget to like, comment, and subscribe for more retirement planning tips!#RetireWell #PensionPlanning #TaxFreeCash #RetirementAdvice #FinancialPlanning #Annuities #DefinedBenefit #DrawdownStrategy--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---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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