Before After This would be the most tax-efficient way of drawing this This would be the most tax-efficient way of drawing this income and it would also be the most sensible way as income. It would also be the most sensible way. That’s you would not be drawing down on crystallised funds because you would not be drawing down on crystallised that are deemed income producing therefore you would funds that are deemed income producing, so you would not affect your annual allowance and would be able to not affect your annual allowance. This means you would make pension contributions in the future up to the be able to make pension contributions in the future up maximum annual allowance of £40,000 as opposed to to the maximum annual allowance of £40,000, as triggering the Money Purchase annual allowance opposed to triggering the Money Purchase annual restriction of £10,000. allowance restriction of £10,000. 69
2. Cut to the chase Use short sentences Put the important stuff up front 70
2. Cut to the chase Use short sentences Put the important stuff up front Cut anything you don’t need 71
Before After I have undertaken an analysis of your needs and requirements. 72
Before After I have analysed your needs. I have undertaken an analysis of your needs and requirements. 73
3. Guide your reader Use headings that mean something 74
3. Guide your reader Use headings that mean something Use bullets consistently 75
Use bullet points carefully 76
3. Guide your reader Use headings that mean something Use bullets consistently Break your contents into sections 77
Let’s put it all together 78
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A summary of what we recommend What we recommend and why it’s suitable for you 82
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Risks to your investments • The government might change the rules about how they tax investments. • If your investments don’t grow by more than the amount we charge in fees, the fees will eat into your capital. • If you take out more money than the amount your investments grow, what you take out will eat into your capital. 95
Here’s what we talked about today Talk like a human • Assume intelligence, not knowledge • Use words that resonate • Use strong verbs instead of abstract nouns • Put people in 96
Here’s what we talked about today Talk like a human Cut to the chase • Use short sentences • Put the important stuff first • Cut 97
Here’s what we talked about today Talk like a human Cut to the chase Guide your reader • Use headings that mean something • Use bullets consistently • Break your contents into sections 98
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Thanks hello@quietroom.co.uk 020 7970 6011 40 Bowling Green Lane London EC1R 0NE www.quietroom.co.uk
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