Скачать или смотреть Should I Take My Pension Tax-Free Lump Sum Before the Budget?

Thinking about accessing your tax-free pension cash ahead of the next Budget?

Before you decide, watch this video from Chartered Financial Planner Daniel Boden at Abode Financial Planning in Cirencester.

📞 Book a free chat: https://www.abodefinancial.co.uk/contact

In this video, Daniel explains:

✅ How the 25% tax-free pension lump sum (PCLS) works under current rules
✅ Why Budget rumours have some savers considering early withdrawals
✅ The risks of acting too quickly and what happens once you access the money
✅ Key questions to ask before taking any action
✅ Alternative strategies if you don’t need the cash right now

If you’re wondering whether to take your pension lump sum now or wait until after the Budget, this video helps you weigh up your options.

Timestamps
00:00 – Intro
00:40 – What the pension tax-free lump sum means
02:05 – Why the Budget could change things
03:10 – Risks of acting too soon
03:45 – What to do next

Useful links

GOV.UK – Tax-free lump sums and allowances: https://www.gov.uk/tax-on-pension/tax...

MoneyHelper – Understanding pension lump sums: https://www.moneyhelper.org.uk/en/pen...

🎯 If you’d like personal financial advice, speak with an independent financial adviser like us.

At Abode Financial Planning, we help clients across Cirencester and the Cotswolds make confident, tax-efficient retirement decisions.

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