Retirement Planning
Are you approaching retirement, about to retire or already retired and want more income to spend?
Our retirement planning services include:
- Pension review – We can review your current pensions and let you know whether they are expensive, invested according to the level of risk you are comfortable with, and whether it’s worth putting them altogether in one, new, simple, pot.
- Retirement options – When it comes to taking an income from your pensions, there are so many options… please don’t take the first one offered by your pension provider! Let us explain all the options and help you make sure you use your pensions in a way that suits you best.
- Tax management – You don’t want to get caught out! We can assess your position against the annual allowance and lifetime allowance, to make sure your pension arrangements are tax efficient.
Services Overview
We specialise in helping people who are retired or thinking about retiring in the next few years. This allows us to tailor our service and expertise to the unique needs of retirees.
Financial Planning
Pension Planning
Retirement Planning
Protection Planning
Client Reviews
Find Your Financial Freedom
Schedule a callNews & Views
Inheriting A Pension
Inheriting a pension can be one of the most tax efficient ways of receiving wealth from a loved one. A pension has become an inheritance super tool but, whilst you need to ensure you have the right pension structure set up to leave it behind, you also need to ensure...
Defined Benefit Pensions And The State Pension Reduction
The State Pension reduction could significantly reduce your income in retirement once you start taking your pension. If you are due to receive a defined benefit pension at retirement then you need to check to see whether your scheme will apply a State Pension...
The Best Family Trust
For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...
Awards
Memberships
Supporting
Media
