Retirement Planning Project

Alison Baker · Alison Baker

I thought I would only pay basic rate tax but HMRC have treated me as a higher rate tax payer Can I reclaim the tax back

William Burrows · William Burrows

I am frequently asked what is the best way to invest in drawdown This is a complicated subject but here is a blog that looks at some ideas from a leading investment expert. Read - Investing is like Farming

William Burrows · William Burrows

By how much?

Sam · Sam

I have been told I can take my tax-free cash in slices each year How does this work and what are the advantages?

William Burrows · William Burrows

Another FAQ

Peter Sharpe · Peter Sharpe

I don't like the idea of annuities and think drawdown is better

William Burrows · William Burrows

I had someone ask me what Mortality drag is so I thought it helpful to explain -- Edited by William Burrows on Monday 28th of October 2019 08:13:50 AM

Peter Sharpe · Peter Sharpe

I have just read your blog and I think you have exaggerated the risks of drawdown - I run my own drawdown and find it very easy and in any case who would want to to buy an annuity now?

Jane Brooks · Jane Brooks

Do you have a pension calculator?

Alan T · Alan T

I am unsure how much money to take out - is there a rule of thumb for working out much I should take?

Topic		Started By	Replies	Views	Last Post
	I have just taken a cash lump sum but have been charged higher rate tax - what can I do? (Preview) I thought I would only pay basic rate tax but HMRC have treated me as a higher rate tax payer Can I reclaim the tax back	Alison Baker	1	574	May 14, 2021 by William Burrows
	How to invest for drawdown? (Preview) I am frequently asked what is the best way to invest in drawdown This is a complicated subject but here is a blog that looks at some ideas from a leading investment expert. Read - Investing is like Farming	William Burrows	1	1334	Jun 25, 2020 by William Burrows
	If I am in drawdown should I change the amount of income I am taking? (Preview) By how much?	William Burrows	1	527	Mar 24, 2020 by William Burrows
	Do I have to take all of my tax-free cash in one go? (Preview) I have been told I can take my tax-free cash in slices each year How does this work and what are the advantages?	Sam	2	652	Feb 3, 2020 by William Burrows
	How much tax will I pay if I take a cash lump sum? (Preview) Another FAQ	William Burrows	1	506	Jan 8, 2020 by William Burrows
	I am thinking of starting a drawdown plan - what are your top tips? (Preview) I don't like the idea of annuities and think drawdown is better	Peter Sharpe	2	588	Nov 17, 2019 by William Burrows
	Mortality Drag - what is it? (Preview) I had someone ask me what Mortality drag is so I thought it helpful to explain -- Edited by William Burrows on Monday 28th of October 2019 08:13:50 AM	William Burrows	2	1331	Nov 1, 2019 by William Burrows
	Your blog - The risks of drawdown (Preview) I have just read your blog and I think you have exaggerated the risks of drawdown - I run my own drawdown and find it very easy and in any case who would want to to buy an annuity now?	Peter Sharpe	0	637	Sep 3, 2019 by Peter Sharpe
	Pension calculator (Preview) Do you have a pension calculator?	Jane Brooks	1	1772	Jul 9, 2019 by William Burrows
	Hello, I am thinking about taking income from my drawdown (Preview) I am unsure how much money to take out - is there a rule of thumb for working out much I should take?	Alan T	1	654	Jul 9, 2019 by William Burrows
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