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Your Retirement, Your Way: A Guide to Tax Planning

What you need to know to avoid bigger tax bills

What you’ll learn:

  • Where your retirement income will come from – and how it’s taxed.
  • How to use allowances and reliefs to reduce what you pay.
  • Common mistakes that shrink retirement pots.
  • Smart ways to take your pension without paying more tax than you need to.
  • How to pass on more to your loved ones – not the taxman.
  • Why working in retirement can sometimes cost more than it earns.

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Retirement Planning Doesn’t Have to Be Complicated.

Tax might not be thrilling but getting it right can make a huge difference to your lifestyle in retirement.

Most people don’t realise how much tax they’ll pay after they stop working – or how easy it is to reduce it with a little planning.

This guide breaks it all down in plain English, so you can keep more of your hard-earned money and avoid common mistakes.

Who this guide is for

  • Anyone planning for retirement and looking to pay less tax.
  • People who want to make the most of their allowances.
  • Those worried about being pushed into higher tax bands.
  • Anyone wanting to leave more to their loved ones.
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Need a bit more help?

If you’ve read the guide and want to talk through your personal situation, our friendly Teesside team is just a phone call away.
We offer free initial meetings and expert support in:

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Trusted by thousands across Teesside

At Joslin Rhodes, we’ve been helping people across Teesside retire happy for over 20 years.

From Pension Advice, Retirement Planning to Estate Planning and everything in between – we’re proud to be the local experts people turn to when they want real advice for real people.

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Get Your Free Tax Planning Guide Now

Just drop in your details here, and we’ll send you the Tax Planning Guide. It’s packed with practical tips to help you plan your retirement income the smart way and keep more of what you’ve earned.

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