- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
We can help you relax about the next chapter, not lose sleep over it.
GETTING VALUE FOR MONEY FROM YOUR PENSION
You may be in a Company Scheme or have built up reserves in a Private Personal Pension or Retirement Annuity Contract. Whatever your position, you will need to think about your objectives and decide when is the best time for you to take the income from your funds. As always, it’s important to consider your tax position, your attitude to risk and the amount of money you will need.
Most people take a tax-free cash lump sum from their pension schemes but it is not in every instance the correct decision. If you need to decide which of the annuity options are the most appropriate for your circumstances, you should consider the whole market, not just the company that has been investing your pension contributions. Whatever help you’re looking for, we can advise you.
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A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.