In his latest budget, the Chancellor announced significant changes to pensions legislation. The liberalisation of the rules surrounding how pensions can be drawn creates some exciting financial planning opportunities around income generation, tax planning, and estate planning. Changes to ISA rules add further flexibility. In the following summary I capture the key headlines.

With greater flexibility comes more freedom. With more freedom there are more options. With more options, financial planning is vital.

budget-summary» Financial Planning Opportunities – download the PDF

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