Richard Squire from MyFinanceFuture here ... as Justin says, you can absolutely use the software if you've retired in the last few years and it works just as well. For example, it allows you to enter pensions already taken or in payment, and any pension allowances that have been triggered or used up. It projects these pensions alongside other assets and incomes, including any pensions yet to be taken.
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Looks really useful and better than excel as it will no doubt help model the tax considerations
Yes, absolutely. Covers the tax planning. And then you can model different strategies. And of course, will keep being updated as the tax rules change.
great video.......thanks again
Are you able to demo the tool in future videos? Would be good to understand its power and usability prior to buying. Many thanks
Justin can you use this software if you have already retired? I retired one year ago.
Yes, most definitely.
Richard Squire from MyFinanceFuture here ... as Justin says, you can absolutely use the software if you've retired in the last few years and it works just as well. For example, it allows you to enter pensions already taken or in payment, and any pension allowances that have been triggered or used up. It projects these pensions alongside other assets and incomes, including any pensions yet to be taken.