Start with your whole Financial Plan

The April 2027 pension and Inheritance Tax changes may make you question the order in which you use your savings. Should you draw more from your Pension and leave your other assets untouched?

There is no answer that suits everyone. Pension withdrawals can create Income Tax, and money moved into a bank account may still form part of your Estate.

Our free guide helps you consider your Pension alongside ISAs, Investments, cash, spending plans and your own long-term security before changing course.

Inside the guide, you’ll find:

• Why taking money out does not automatically solve an IHT issue.
• How Retirement income and different Taxes need to be considered together.
• Spending and gifting in the context of affordability.
• A withdrawal framework and checklist to support a review.

Download the guide before changing your pension withdrawal strategy.

General information only, not personalised Financial, Tax or Legal Advice. Tax treatment depends on individual circumstances and may change.