PENSION PLANNING TIPS
Understand the changes and take action
The 2024 Autumn budget proposed significant new changes to pension fund rules around inheritance tax (IHT), but what does this mean for you? By reassessing your pension planning sooner rather than later, you have more opportunities to make adjustments and keep your plans on track.
What does our guide cover?
Pension planning can raise a lot of questions, such as:
- How do the proposed new pension rules affect inheritance tax planning?
- Can I still pass on my pension to my loved ones?
- Which income options should I consider in retirement?
- What is the most tax-efficient way to generate income in retirement?
- Am I making best use of all my assets?
Our guide is a practical starting point to help you identify the areas of pension planning that you may need to reconsider in light of recent changes.
PENSION PLANNING STAGES
Download our guide to learn more
Explore the latest, proposed changes to pension legislation following the 2024 Autumn budget and what adjustments you may wish to make to your retirement plans.
Discover strategies for using more of your assets for income in order to maximise your options in retirement.
Understand the different ways in which you can pass the value of your pension to your loved ones.
Learn the options you have for drawing on your pension, such as guaranteed income, flexible drawdown or lump sum withdrawals.
“I have been very happy with the level of advice and support our Client Advisor has provided. They always take the time to explain things clearly.”
A Brown Shipley client
Download your post-budget guide
to pension planning
We have years of experience in retirement planning, helping clients make the best use of their pension and assets to fund the lifestyle they want in retirement. Complete the form below to receive your guide.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Why partner with Brown Shipley
IMPORTANT INFORMATION
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Investing puts your capital at risk.
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The value of your investments can go down as well as up, and you could lose some or all of the money invested.
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Tax treatment depends on individual circumstances and is subject to change.
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Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.