Pensions and
Retirement Planning

Have you thought much about retirement?  It is now possible to spend at least a third of your life in retirement, so having a good preparation is crucial.  Whether you're planning ahead, are about to retire or have already retired, we will guide you through your options to help you achieve the retirement you envisage in the most tax efficient manner.  

 

Following a discussion about your retirement objectives, we will carry out a cashflow analysis to create a tax-efficient investment strategy for your existing funds and any potential future savings, to maximise your retirement fund, whilst minimising any tax liabilities and potential risk.  

 

With the changes in Legislation, the range of retirement options is now more extensive than ever before. To fully understand your new freedoms and choices, please contact us for an initial meeting.  

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The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

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The Financial Conduct Authority does not regulate estate planning, tax planning and  cash flow modelling.