How to avoid tax on pension lump sum?

The easiest way to avoid a lump sum is to simply request the payment as a lifelong pension, paid as monthly income. However, several providers also offer additional ways, like delaying the cash-out or just to pay the sum over a fixed number of installments. If you need any help with selecting the right drawdown option or wish to discover the right annuity for you, then our advisors can help you select the right option.

Our experts are familiar with the tax-implications of most investments available and can also inform you about other tax-deductibles that you could take advantage of.

You can simulate those investments in our mobile app alongside inflation and interest rates.

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We regularly help our clients optimizing their investments for tax-efficiency.

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