Phased Retirement

Phased retirement is a variation of income drawdown. It allows an individual to manage their tax position in terms of both income tax and inheritance tax. It gives the potential to have a rising income by virtue of buying annuities as we get older. It preserves some of our pension fund for the benefit of our family.

Phased retirement is a highly specialist area of financial planning taking into account your retirement income needs, attitude to risk and your inheritance tax position.

For more information regarding Phased Retirement please contact us on 01633 415 340 or contact us here
Please note that initial retirement planning consultations are free of charge and at no obligation.

The above information does not constitute financial advice from Bartholomew Hawkins Ltd or any of its representatives. Investment performance can go down as well as up. Past performance is no guarantee to future performance. Your home may be at risk if you do not keep up the repayments for any loan secured against it. All information is based upon our interpretation of current legislation and taxation which can change in the future.