Upbeat About Retirement

While retirement may be a time of anxiety for many, as Tony explains in this week's episode, we should be upbeat, and look at the many positives, including tax reliefs and lifetime limits.

KEY TAKEAWAYS

• Pensions enable you to grow your retirement savings largely free of tax, as well as providing tax relief on the contributions you make.
• All of your pensions, including workplace pensions, count towards your lifetime allowance with the exception of the state pension and overseas pensions.

BEST MOMENTS

'Saving into a pension is one of the most tax efficient ways to plan for your retirement'

'Carry-forward is a way of increasing your pension allowance'

VALUABLE RESOURCES

Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth  

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ABOUT THE HOST

Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales.  

“Live For Today, Invest For Tomorrow”

CONTACT

Tony's official website: https://ttwealth.co.uk/

Facebook: https://www.facebook.com/TonyThomas.IFA/

LinkedIn: https://www.linkedin.com/in/tonythomas2/

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