Retirement & Pension Planning

Pensions have recently undergone a radical change.

In April 2015, the requirement to purchase an annuity was relaxed, giving you much more freedom with your pension funds. Whether you want to accelerate the capital from your pensions or draw it over a longer period, the decision will need careful planning and specialist advice.

Pensions have always played a pivotal role in any financial plan. Our job is to help you make sense of all these options to gauge what would be suitable for you.

Pensions can be used to maximise tax relief if you pay higher levels of tax, extract capital from within a business without incurring corporation tax, and act as efficient planning tools when considering inheritance tax. We can help you plan, whether you’re funding for a retirement which is some way off or you’re at the point of needing to make a decision.

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