Retirement Planning Made Simple: Pensions, Tax & Making Your Money Last

Episode Overview

Join James Shipp and financial adviser Jon Matchett as they discuss the key aspects of retirement planning, from workplace pensions and retirement income options to tax-efficient withdrawals and state pension considerations. They explore how to make the most of your savings, manage investment risk as retirement approaches, and avoid common pitfalls, while also touching on inheritance tax and the role of ISAs and other investments in a well-rounded retirement strategy.