Retirement Planning

This is a very important area of your financial planning and should be reviewed regularly.

Retirement planning can be a minefield for the unwary, both in taxation and benefit extraction.  Professional advice would always be recommended.

Advice can be provided on the following areas:

-    Occupational Pensions/Pension reports
-    Self-Invested Personal Pension Schemes (SIPP’s)
-    Income Drawdown strategies
-    Phased Retirement solutions
-    Annuities/Enhanced and Impaired Life solutions
-    Grouped/Stakeholder Pension Plans
-    Holistic ‘Income’ in Retirement planning
-    Taxation and Lifetime Allowance (LTA) issues
-    Pension Fund exit strategies

For more information contact us.