RETIREMENT SECRETS NEWSLETTER
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🤔 Do you want to retire without worry?
🙌 WORK WITH ME - 1-1 Strategy Call with me - Find out more below 👇
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💷 Grab the FREE eBOOK 5 Pension Tax Mistakes to AVOID & Join my Retirement Secrets Newsletter
✅ Learn the 5 KEY pension tax mistakes to AVOID, so you don’t leave the taxman a tip
✅ Understand what are the 2 financial questions EVERYONE needs to answer
✅ Discover the evidence-based approach so you can love your retirement and fill it with fun and purpose
✅ Understand what your most valuable retirement asset is
✅ Find out the secrets professionals use in a LIFE-CHANGING retirement masterclass
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✅ Stay ahead of the curve with regular updates to changes to pension legislation & the strategies I’m using with clients.
TIMECODES
0:00 - The KEY Changes
2:34 - Capital Gains Tax
4:30 - Employer National Insurance Changes
5:06 - STEALTH TAXES (no longer stealthy)
7:30 - Inheritance Taxes
10:32 - The BIG changes to pension death benefits
13:58 - Is £1m a huge amount in property & pensions for a couple?
15:13 - Planning Implications
16:20 - The impact on UK Farmers
19:20 - My PREDICTIONS - RIGHT OR WRONG?!
Data References:
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A BORING BUT IMPORTANT DISCLAIMER:
This channel provides information on general financial planning. It is for educational purposes only and does not constitute financial advice.
The information based is believed to be accurate and current, however should not be solely relied upon. Unless you take regulated financial advice only YOU are responsible for your own decisions therefore we cannot be responsible for any action or inaction you take. Please take advice specific to you before making any decisions. Principles Personal Finance is an educational channel not affiliated with my employer. As such views are stated are individual and should be seen as such.
Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than its original value. Past performance is no guarantee of future results. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.
A WARNING
There are some scams on YouTube where a profile image is copied and then used to promote cryptocurrency scams and all that nonsense. I will never, ever, contact you selling any investment product or service. I would never do that, I’m not allowed by regulation and it goes against the intention of this channel to educate and inform.
