How Tax Free Lump Sum Cash Works UK | Pensions

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  • Опубликовано: 30 ноя 2024

Комментарии • 25

  • @jessicasquire
    @jessicasquire 4 месяца назад +102

    In the 1990s I sold pensions on the strenght that the tax free lump sum would pay off most if not all of the mortgage and leave the investor with a pension for life. Most were over a 40 year term plus, I was not alone

    • @Lemariecooper
      @Lemariecooper 4 месяца назад

      The approach of selling pensions with the promise that a tax-free lump sum would pay off mortgages and provide a lifelong pension was common in the 1990s. However, many factors can affect the outcome, including changes in the housing market and interest rates. It's crucial for investors to seek personalized advice and consider diversified financial strategies to ensure long-term financial stability

    • @Erikkurilla01
      @Erikkurilla01 4 месяца назад

      it's vital for investors to seek personalized advice and adopt diversified financial strategies. Working with a knowledgeable financial adviser is crucial for achieving long-term financial stability and freedom.

    • @NievesLarish
      @NievesLarish 4 месяца назад

      I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @Erikkurilla01
      @Erikkurilla01 4 месяца назад

      I've experimented with a few over the past years, but I've stuck with ‘’Angela Lynn Schilling” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @NievesLarish
      @NievesLarish 4 месяца назад

      Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info

  • @timo3626
    @timo3626 Год назад +3

    Good to see you back. I get a lot out of your content. 👍🏻

    • @FinancialMadness
      @FinancialMadness  Год назад

      This comment just made my Monday. Thank you so much!

  • @bahijarhafiri
    @bahijarhafiri Год назад +89

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    • @GhanYt
      @GhanYt Год назад

      As with an my big financial decision,it’s important to keep your guard’s up for economic risks.However,smart planning,time management and seeking advise from a financial adviser can help keep you and your money safe.

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      @GhanYt Год назад

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  • @stevenculley3330
    @stevenculley3330 7 месяцев назад +2

    Thanks, I found it very useful and easy to understand.

  • @johnporcella2375
    @johnporcella2375 6 месяцев назад

    Was the first method flexible drawdown ans the second UFPLS?

  • @diyabhu1553
    @diyabhu1553 8 месяцев назад +1

    amazing content! thank you for explaining

  • @Ben_Chode_420
    @Ben_Chode_420 Год назад

    Hi mate, a question for you: I'm 40 years old and I work the NHS. I want to retire at 57 and I am thinking to start MPAVC or SIPP since I want to "manage" my own pot of pension money (not ERRBO, nor other options since it's apparently not so worth it and if leaving the NHS I will have problem in the future). So my question is whether MPAVC vs SIPP? Which one is better? In a normal employment Salary Sacrifice is possible however the NHS doesnt allow it and the only benefit is reduce Income Tax (20%). Cheers

  • @nyreeoc
    @nyreeoc Год назад +1

    🤔 Great info

  • @duncang7372
    @duncang7372 5 месяцев назад

    So I can’t take the full 25% lump sum and leave the rest uncrystalised? Think I’ve understood that correctly.

    • @karmanline2005
      @karmanline2005 5 месяцев назад +1

      Correct

    • @terrybrown3486
      @terrybrown3486 4 месяца назад

      Correct but as life time allowance removed crystallisation not really a thing to worry about.

  • @deecee4310
    @deecee4310 11 месяцев назад +1

    Don’t get it. I just want to take some money out to pay off my debts.

    • @FinancialMadness
      @FinancialMadness  10 месяцев назад +3

      Hi there,
      Sorry that you didn't understand. What exactly doesn't make sense? What questions do you have?
      And I will do my best to clarify.
      Thanks

  • @steffysnowy614
    @steffysnowy614 7 месяцев назад

    The state pension is that untill you dead