Which Should You Spend First in Retirement?

James Shack
James ShackApr 21, 2026

Why It Matters

The reforms dramatically alter which retirement assets should be drawn first, affecting both immediate tax bills and the size of inheritances, so timely strategy changes can save retirees tens of thousands of pounds.

Key Takeaways

  • New pension and inheritance tax rules reshape retirement drawdown strategies.
  • Prioritize taxable pension withdrawals up to personal allowance before using tax‑free buckets.
  • Preserve ISA assets to reduce estate size for inheritance tax purposes.
  • From 2027, pensions lose IHT exemption, aligning with ISA tax treatment.
  • Tailor drawdown order using tax, legacy, and risk lenses for each client.

Summary

The video tackles how recent pension and inheritance‑tax reforms in the UK upend traditional retirement‑income planning. With Rachel Reeves’ October 2024 announcements, retirees must reassess whether to tap tax‑free cash, ISAs, or the taxable portion of defined‑contribution pensions first.

The presenter offers a five‑step framework, illustrated by a 60‑year‑old named Roy. After listing guaranteed income (DB pension, state pension) and estimating a £40,000 annual spend, he compares three buckets: a £150,000 ISA, a £500,000 DC pension (25% tax‑free, 75% taxable). By withdrawing taxable pension funds up to the personal allowance, Roy can avoid immediate tax, preserve tax‑free buckets for later, and potentially save £20‑£50 k in tax over his lifetime.

Key examples include a projection that depleting tax‑free assets early could push Roy into higher‑rate tax bands as allowances freeze, while a balanced approach keeps those assets growing. The analysis also highlights inheritance‑tax implications: before April 2027 pensions sit outside estates, but the new rule brings them inside, making ISAs more attractive for legacy planning unless beneficiaries are likely to draw the pension tax‑free.

The takeaway for advisors and retirees is to prioritize taxable pension withdrawals within the personal allowance, preserve ISAs for estate‑size reduction, and re‑evaluate drawdown order using tax efficiency, legacy goals, and risk of future tax‑band changes. The upcoming 2027 shift means the tax advantage gap between pensions and ISAs will narrow, demanding proactive strategy adjustments now.

Original Description

Looking for help planning your retirement?
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. Find out how we can help here: https://go.novawm.com/yt/d4MDvcEcHXI
Is my expenditure sustainable?
Normal Expenditure Out of Income Exemption Explained
Risk Warnings and Disclaimers
Capital at risk. Past performance is used as a guide only. It is no guarantee of future returns. Different funds and asset classes carry varying levels of risk depending on the geographical region and industry sector. You should make yourself aware of these specific risks prior to investing. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. We do not provide tax advice. Any examples used in the video are for illustrative purposes only and you may get less back than the figures shown. This video does not constitute personal advice. We do not take any responsibility for third party websites and content we may link to from this video.
This video is issued by Shack Media Limited on behalf of Nova Wealth Limited. Shack Media Limited is an Introducer Appointed Representative of Nova Wealth Limited. Nova Wealth Limited is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796) at 20 Farringdon Street, London, EC4A 4AB
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Copyright © James Shackell 2025. All rights reserved.
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00:00 The Problem
01:37 Step 1 - Expect Income Cashflow Forecast
02:26 Step 2 - Estimate Retirement Spend
03:43 Step 3 - Assess Sustainability
04:11 First Lens - Retirement Income Optimisation
09:50 Second Lens - Legacy Optimisation
18:23 Third Lens - Diversification
19:34 Step 5 - Decide How to Invest

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