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How to save tax in retirement

How to save tax in retirement

Some retirees could be paying thousands of pounds more in tax than they need to. A few simple (and easy-to-implement) changes could make a significant difference to your tax bill - and perhaps your quality of life in retirement.

This free guide reveals:

  • What is taxed and what is not - including how pensions can be passed on tax free
  • The tax allowances most people will have, and how to use them
  • How retirees can generate tax-free income
  • Tax rules for cash savings and dividends

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    The guide you will receive is not personal advice. Tax rules are subject to change and benefits depend on individual circumstances. The value of your investments could go down as well as up so you could get back less than you invest.

    Less tax means more income for you

    Some retirees could be paying thousands of pounds more in tax than they need to. A few simple (and easy-to-implement) changes could make a significant difference to your tax bill - and perhaps your quality of life in retirement.

    This free guide reveals:

    • What is taxed and what is not - including how pensions can be passed on tax free
    • The tax allowances most people will have, and how to use them
    • How retirees can generate tax-free income
    • Tax rules for cash savings and dividends

    Plus, we’ve highlighted a balanced income fund investing in shares, bonds and cash with an attractive yield of over 4.2% (variable, not a reliable indicator of future performance).

    The guide you will receive is not personal advice. Tax rules are subject to change and benefits depend on individual circumstances. The value of your investments could go down as well as up so you could get back less than you invest.

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