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
Something for every stage in your life… because financial planning is for life, not just for retirement!
Financial Planning
Retirement Planning
Business Planning
Pension Planning
Protection Planning
NHS Pensions
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A Private OEIC – Your Own Family Investment Fund
A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs. It is an alternative tax efficient way of investing large sums of wealth for you and your family. What...
Cash ISAs Are Still Worth It
Rock bottom interest rates have led to the returns from cash ISAs being pretty useless. Especially when compared to the returns from stocks and shares ISAs that are invested in global equities. So should you be ignoring cash ISAs? Well, there is a handy little...
Should We Be Ignoring The UK As An Investment?
Surging gas prices, a shortage of food and panic at the petrol stations. If you are following the news closely at the moment you are probably feeling the UK is a gloomy place to be living right now. But what about when it comes to investing, should we be ignoring...
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