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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Weekly Financial Update – 02.07.2020
Just as retail shops were starting to open in England we found out that Intu, owner of a number of large shopping centres, went into administration. This means an uncertain future for those shops that operate in these centres. We also feel for those of you in...
Pension Contributions And The 50% Return
If you’re a higher rate tax payer then making pension contributions can give you an instant 50% return on your investment. What other investment does that?! Do you know if you qualify? Find out how the 50% return works and what you need to do to ensure you get...
Weekly Financial Update – 25.06.2020
At the end of last week we found out that the UK national debt now totals more than 100% of our GDP (our entire economy). This is the first time this has happened in over 60 years. Of course it was to be expected with the huge amount of spending the government is...
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