New Masterclass on Tax-Efficient Pension Withdrawals
Watch the latest CII accredited Masterclass from our Financial Planning and Techtalk team and add to your CPD learning. In this recorded Masterclass we share our technical guidance focusing on:
- How flexi-access drawdown, UFPLS and drip-feed drawdown operate.
- How to use tax-free cash effectively to complement withdrawals.
- How the Lifetime Allowance is applied to pension benefits.
By the end of this masterclass you will be able to explain:
- The tax consequences of receiving lump sums from flexi-access drawdown.
- How to control the effective rate of tax on pension withdrawals by including tax-free cash.
- The lifetime allowance events that occur each time a pension is accessed.