Dentists Who Invest Podcast LISAs vs Pensions with Jon Doyle DWI-EP116
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Ever wondered how to navigate the complex world of pensions and lisas? Picture yourself having a fireside chat with financial guru Jon Doyle, as we deconstruct the labyrinth of lisas and their role as a tax-efficient savings vehicle. Learn from Jon's journey of growing his business, and the thrill of uplifting everyone around you. And hold on tight as we venture into the tumult of budget day for financial advisors!
Ready to venture into the world of lifetime ISAs and pensions? Together, we'll examine why withdrawing money from the lifetime ISA can be costly, and why its purpose should be considered with a discerning eye. Uncover the fine print of the terms and conditions and let's assess if the 25% bonus might be too tempting for some. We'll pit the lifetime ISA against the pension, giving clear insight into the defining differences between a defined benefit pension and an individual pension. So get set to make informed decisions about your retirement planning with this insightful conversation.
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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional.