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.
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