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Some of the topics covered in this edition are:
- Avoiding the unretirement ‘tax trap’ - Many over-55s are considering unretirement but are not aware of the tax implications, which could increase their tax liability.
- Navigating a multi-retirement reality - The retirement landscape is evolving, with more multi-retirement households and age gap relationships adding complexity to planning.
- A third of Gen X think they will never retire - Nearly a third of Gen Xers believe they will never fully retire, reflecting growing uncertainty about traditional ‘hard stop’ retirement.
If you would like to speak with your Financial Consultant to discuss any of the content in this newsletter, please do not hesitate to contact our office on 0113 387 8240.