Should you take your tax-free lump sum before the Budget?

5 November 2025 12129 Views

Hargreaves Lansdown

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Rumours ahead of the Budget suggest the Chancellor could target pension tax-free cash. In this video, HL’s Head of Retirement Analysis, Helen Morrissey, explains the importance of a long-term plan and what to consider before taking your tax-free cash.

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Should you take your tax-free lump sum before the Budget?

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