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Retirement Planning

Whether you have an existing pension from which you are taking an income, nearing retirement or planning for the future, it is vital that you seek expert financial advice and guidance to manage the complicated world of Pensions.
Pensions are a very tax-efficient way in which you can save for your retirement as for instance, you can benefit from tax-relief on your contributions which will boost your gross contributions and are automatically added to your pension pot. In addition, you also benefit from tax free cash which is up to 25% of the fund when you reach the minimum retirement age and pensions are currently not included in your estate for Inheritance Tax purposes.
If you have an existing pension from which you are taking an income, does this strategy make the most of tax allowances and are the investments in which your pension is being invested in accordance with your risk needs? If you are leading up to retirement, do you have a strategy in place for when you will need income and how to tax-efficiently manage this income? Or if retirement is many years away and you are saving into a pension but not sure if you will have enough in retirement or need a plan to follow.
We can help you with the complicated world of pensions and develop a plan which you can follow to meet your current or future retirement goals.

Book a discovery meeting today to find out how we can help you achieve your Retirement planning goals.

Important Information – The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Book a discovery meeting

Our service begins with a Discovery meeting where one of our Wealth Planners will understand your needs, discuss our services and explore how we can help you achieve your goals.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.