14: New Tax Year - Retirement & Tax Planning in 2025

Welcome to a new tax year! 🎉 In this episode of Retire Well, Matthew and Joe break down what retirees and soon-to-be retirees should be thinking about as the 2025/26 tax year begins.From personal allowances to strategic withdrawals, they explore:✅ How to avoid higher tax rates in the future✅ Whether to take income now or wait✅ Why "don’t let the tax tail wag the investment dog" still holds true✅ How to make the most of your pension, dividends, and ISA planning across tax yearsPlus, the duo discuss real client scenarios to highlight the importance of forward thinking — not just for this tax year, but the next and the one after. 🧠📆📌 Download our quick reference sheet on new tax year allowances📅 New episodes every Tuesday — subscribe for more retirement wisdom!#RetireWellPodcast #TaxYearPlanning #RetirementAdvice #UKFinance #PensionPlanning #ISA #PersonalAllowance #NewTaxYear--RESOURCESTax Tables 2025/26:www.wealthofadvice.co.uk/campaign/tax-tables-2025-26--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.