Pensions & Retirement

Advice On Plan, Invest

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they're right.  

Pensions can also be used as a very effective form of tax planning; reducing your immediate income tax liabilities, achieving tax-free growth, providing a tax-free lump sum in the future and the potential to pass on their value to the next generation (and beyond) without any inheritance tax being payable. It's essential that you review your pension situation regularly. We can advise you on taking steps to make it more certain that your pension pot will be able to achieve the income you want when you retire.  

We can guide you through key life decisions and advise you on tax efficiency, making certain that you're saving enough into your pension enabling you to enjoy the retirement you deserve. Options are varied and can be tailored to your circumstances.