A different approach to staying informed.
Tax planning opportunities – investors looking to draw a pension income in the next 5 years

Billy explains how investors can increase the amount of income they can take by crystallising a small part of their fund before 6/4/2011. He outlines the changes to the GAD limits and uses a simple case study to highlight the benefit of crystallising funds early for long term income planning.

View our supporting notes.

TalkTechie
Tax planning opportunities – investors looking to draw ...
22 March 2011
Billy Mackay, Marketing Director, A J Bell highlights the income opportunities for investors looking to draw a pension income in the next 5 years.
Introducing flexible drawdown
18 March 2011
Billy Mackay, Marketing Director, A J Bell looks at the opportunities presented by the introduction of flexible drawdown.
Tax planning opportunities – investors with a reduced p...
18 March 2011
Billy Mackay, Marketing Director, A J Bell highlights one of the year end planning opportunities for investors with a reduced personal tax allowance.
Emergency Budget 2010 (Direct Client)
25 June 2010
Andy Bell comments on the pensions related content of the Coalition Government's Emergency Budget.
Exploring the current economic conditions
29 March 2010
Expert insight on the state of the UK economy and the prospects for the future.
Please note that SippTalk.tv is an information service provided by A J Bell and is not authorised and regulated by the Financial Services Authority.
Regulatory | Legal policy | Site map
web02