Income strategy/tax calculation

Hi all,

Very new here so hope you can help!

I have a client who is already retired and in receipt of the following income:
£11,500 p/a from state pension
£8,368 p/a from dividend income

He also wants to start drawing income of £66,000 net p/a from his personal pension.

Does anyone have any easy calculation or theory they would use to work all of this out? i.e. how much gross pension income would be needed to target the £66k net, and how much tax would be paid in full, UFPLS vs flexi-access etc.

My brain is fried with too many TYE cases!

Thanks in advance :)


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