Nov 09

Pension freedom but what about tax?

Image of palms trees, beach and mountains behind in sunshineThe pension reforms of April 2015 allow much more freedom for people in the way they can access their pension savings.  It is well worth understanding the options, their tax implications and the possibilities for inheritance planning.

The MBF was lucky to have our member Clyde Young to explain the different options to us at our November meeting.  Our thanks to him for an informative and interesting presentation as well as for answering all our questions.

For those of you who could not make it, Clyde has useful information on his website which you can access by clicking/swiping here.

He has also provided 3 fact sheets that you can download by clicking/swiping below: