Tax On 50k Slashed By 5k+ A Year... Here's How

To slash tax in retirement you need to be aware of these little known allowances to plan your investment withdrawals in the right way. Knowing the order of taxation, and structuring your investments to utilise it correctly will save you thousands of pounds a year.


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This video is for education purposes only and does not represent financial advice. When investing, your capital is at risk. Investments can rise and fall and you may get back less than you invested. Past performance is no guarantee of future results. If you are unsure of what to do, always seek advice from a qualified financial adviser.


*** ABOUT THIS VIDEO ***

If you want to know how to reduce tax in retirement, you need to understand the order of taxation, and how this applies to different investment withdrawals. In this video, this order is explained, as well as all of the useful allowances you can take advantage of to pay less tax.


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⏰ TIMESTAMPS ⏰
0:00 Start
1:00 How The UK Tax System Fails Us
3:24 Order of Taxation Recap
4:03 Summary of Useful Tax Allowances
6:18 Example of Tax On Pension Income
8:09 Example of Multi-Wrapper Withdrawal Strategy
14:33 A Note on Pensions