top of page
1157710858 pension plan blocks 2023.09.13.jpg

Pension Drawdown Strategy:
Avoid Double Tax After Age 75

When Efficiency Turns Against You

Pensions are built to grow.

​

But at a certain point, growth stops being the advantage.

​

And timing starts to matter now.

The Overlooked Shift

After age 75, pensions can be exposed to multiple layers of tax.

​

Not all at once, but enough to significantly reduce what's passed on.

​

What was once a shield can become a liability.

​

Quietly, but effectively.

Rethinking the Role of Your Pension

There comes a point where a pension is no longer just an investment.

​

It becomes a resource to manage, extract, and reposition.

​

Handled well, it can still support your legacy.

​

Handled passively, it may erode it.

You don't need all the answers today.

​

But you do need to know where you stand.

Starting the Conversation

Want to learn more about Pensions & Inheritance Tax?

bottom of page