I'm 60 with £500,000. Can I Retire?

Are you approaching retirement? In this video we analyse a real-life case study featuring Steve and Susan Doe, both 60 years old and wanting to retire immediatley. We talk about the importance of preparing for retirement, lowering costs & charges, implementing a tax-efficient withdrawal stategy and the importance of taking a phased retirement approach.

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***Risk Warnings***
This video is for educational purposes only and should not be construed as personalised financial advice or recommendations. The content presented during this video is intended to offer general insights and considerations and may not be suitable for everyone.

As I will be speaking about taxes, pensions and investments:
- The value of your pension may go down as well as up and you may get back less than you invest.
- Past performance is not a reliable indicator of future performance.
- The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
- A pension is a long-term investment, the value of your investment and the income from it may go down as well as up. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
- Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change in the future.
- The Financial Conduct Authority does not regulate Cashflow Planning.

Therefore, before making any financial decisions or taking action, I strongly encourage you to seek professional guidance from a qualified financial planner.