Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144

Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144. Get straightforward answers to your financial questions in this episode of Ask Becky Anything. Rebecca Robertson, independent financial advisor, tackles common money dilemmas with clear, practical answers. When it makes sense (and when it doesn't) to draw down your pension into an ISA before retirement The tax implications of taking your 25% pension lump sum and moving it into different investment wrappers Key changes to pension inheritance tax rules coming in April 2027 When to involve a financial advisor during the divorce process for optimal financial planning How financial disclosure and scenario planning can improve your outcome during major life transitions Chapters 00:00 Considering retirement drawdown options 03:53 Investment pots and tax implications 06:12 Discussing cash ISA and pension options 09:28 Planning financial scenarios for clients 12:43 Financial challenges of relocating --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice.