Don & Gillian’s Case Study- Invested Annuity

10 July Reading Time: 1 minutes

Don and Gillian are a married couple, both aged 57, with a fund size of £100,000 in Don’s name. After advice, their best option is to buy an Invested Annuity with 50% Spouse Benefit. How does their income differ with and without taking the maximum tax-free cash sum of £25,000? *

invested annuity case study

* Based on £100k and taking the 25% Tax Free Cash of £25,000. With a 50% spouses benefit for a 57 year old spouse.

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