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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2024 to 5 April 2025 the overall investment limit is £20,000 (excluding the British ISA which has a separate £5,000 limit).

 

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Guidance

Planning a Retirement Income (Part 2)

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In part two of our retirement income webinar, we look at options for drawing income from pensions and discuss why tax efficiency, especially in the early years, may be important when considered alongside safe withdrawal rates.

If you have any comments or questions on the presentation, please contact:  Niall Allardice, Private Client Director  n.allardice@fundsmith.co.uk

This presentation took place on the 22nd October 2023 at the Fundsmith office in Cavendish Square, London. The information contained therein is correct as of that date.  Nothing contained within the presentation or the accompanying notes should be taken as advice.  Should you feel you need advice please contact an independent financial adviser.