Surrender or maturity occurs | Standard income tax rate | Reduction | Effective income tax rate |
Between 5 and 8 years | 28% | -1/5 | 22.4% |
After 8 years | 28% | -3/5 | 11.2% |
Information here | Write here | Write here | Write here |
Book Your Complimentary Pension Review
Start your Complimentary Pension Review with a 15-minute Discovery Call. In this session, we'll:
- Understand your goals and challenges.
- Explain our approach to managing pension transfers.
- Outline how our comprehensive assessment can help you make the right decision for your retirement.
Heath pass
