Author: Paul Orrey
Chartered Financial Planner & Chartered Wealth Manager
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Published: December 2023
During his recent interview on Cambridge 105 Radio, MM Wealth’s Chartered Financial Planner, Paul Orrey and Chartered Tax Adviser Sarah Tucker from CKLG Accountants & Chartered Tax Advisers discuss various aspects of pensions, including
- how to calculate your required income for your desired retirement lifestyle and,
- how to navigate pension tax legislation.
They also discuss the benefits of collaborating with your accountant and financial planner to optimise your wealth leading up to and in retirement.
If you’re unsure about how much income you’ll need in retirement, this podcast is worth a listen
CKLG Accountants: Pension Advice with MM Wealth