Retirement Planning
Why choose our retirement and pension planning services?
We don’t simply look at your pension. Our independent advisory service starts with a strategic review of all your personal financial arrangements, to see how they can best be structured to support your retirement.
- Pension pot review - looking through all your current pensions to check they are still fit for purpose and are being properly managed
- Future income options – navigating the complexities of pension regulation and ‘freedoms’ to ensure you make the right choices for your future prosperity
- Retirement funds outside your pension – advice on creating income streams outside of your pension for maximum flexibility and tax efficiency
- Tax allowances - making the most of all the allowances available to you, to maximise tax efficiency
- Passing on wealth – advice on succession and estate planning as your decisions could affect the inheritance tax payable on your estate.
Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.
Contact Us
To find out about how we can help you manage your wealth please get in touch and we can arrange a meeting initally on Teams
Get in touch for an initial consultation