Taking regular withdrawals from your investments
Investing for regular withdrawals - especially when planning how to take them sustainably - can provide added security, particularly if you’re transitioning out of regular work and into retirement. Our wealth specialists are well versed in the best investments to generate consistent, reliable returns in the timeframe you need.
How to plan regular withdrawals from your portfolio
If you’re wondering how to take regular withdrawals from your investments, we can help. Whether you’re turning a single lump sum into a steady stream of withdrawals, or replacing your regular pay after you retire, we have a whole team of specialists dedicated to this very area.
Our portfolio management team can build and manage a portfolio of lower risk, more reliable investments for you. They have a tried and tested investment philosophy, powerful research tools and vast experience to ensure your future feels more secure.
How we can help
Discover where to invest to support regular withdrawals, with a range of services to support you.
Investment management
Ensure your money is working as hard as it can with our investment management service.
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Common questions on growing your money
If you’re investing for income in retirement, this can come from a mix of sources, such as pensions and investment portfolios. We’ll help you build a personalised strategy that balances reliability, flexibility and tax efficiency - helping you enjoy retirement with confidence and peace of mind.
For regular withdrawals, we can build a diversified investment portfolio that supports your needs. The best investments depend on your goals and risk tolerance, but we’ll tailor your portfolio to support your needs in a reliable and sustainable way, with flexibility to adjust as circumstances change.
Important information
We don’t offer tax advice at Canaccord Wealth; however, we will work with your legal and tax advisers to ensure the most appropriate solution is recommended. The tax treatment of all investments depends upon individual circumstances, and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
