This guide looks at how to generate secure, sustainable, tax efficient income in retirement from a collection
of investments and investment accounts. As fewer and fewer of us buy annuities, or rely on defined benefit
pensions to deliver this income, more and more of us are tasked with this key challenge.
To create the guide, we have combined the core skills of tax and investment planning with investment
management. The guide focuses on using non-controversial tax accounts which are readily available to UK
residents and UK tax payers and investing in the major global liquid investment markets. These accounts
and investments can be arranged with as little, or as much effort on your part as you wish to make.