Taking your Pension

August 04, 2023
'I need 4% a year from my pension – what do I do?'
Portfolio Clinic: Our reader's investments are spread all over, but she now needs a manageable and stable income plan
April 21, 2023
Labour fears hold investors back from using new pension rules
Savers not confident new pensions lifetime allowance rules will come to fruition
April 14, 2023
'I want to retire – how do I sort out my £1.6m portfolio?'
Portfolio Clinic: Our reader has a high cash allocation but wants a tax-efficient £40,000 income
March 21, 2023
How to avoid triggering the money purchase annual allowance
The money purchase annual allowance can severely constrain your retirement saving
March 14, 2023
How to achieve a sustainable level of drawdown
To determine a sustainable withdrawal rate you need to consider a number of factors
February 13, 2023
'How do I bequeath my pension so my daughter doesn't pay tax?'
Our 72-year-old reader is worried about the impact of tax on his daughters
February 08, 2023
How to create new sources of retirement income
Rising costs mean normal pension payments are no longer enough
October 06, 2022
Should you buy an annuity now?
Whether you should buy an annuity depends on your personal financial requirements
September 15, 2022
How to ensure your pension does not incur IHT
Pensions can fall into your estate for IHT purposes but you can mitigate this
August 18, 2022
Key ways to stretch your retirement income
Draw your retirement income as tax-efficiently as possible to get the most out of it

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