
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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So Bitcoin and cryptocurrency more generally. There has been a lot written about it in recent times which in itself tells you something (more on that later) but if you haven’t already, should you be considering investing in it? After all, the price of one...
Focusing On Income Not Capital In Retirement
I read a great article recently from US Financial Adviser Michael Lynch where he talks about how people spend more time worrying about the fluctuations of their investments rather than the income generated from them. As he rightly points out, we live on income, not...
Inheritance Tax On ISAs
Many people believe that an ISA is free of all taxes but unfortunately your estate may still pay Inheritance Tax on ISAs when you die. Along with pensions, ISAs can play a fundamental part of producing a sustainable income in retirement. But unlike pensions, the...
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