Retirement Planning

Retirement Planning

It has become increasingly evident that those wishing for a long and prosperous retirement will, to a greater extent, need to rely on their own savings and pension provision.

The recent changes in pension legislation have provided an improved environment for most but a thorough understanding of the new regime is required to ensure you maximise the benefits for you and your family.

When discussing your Retirement Planning, Advison will cover both your Pre and Post retirement objectives.

Pre Retirement

Post Retirement

– Annuities
– Phased Retirement

* Please note that any tax advice given is based on our current understanding of taxation, legislation and Her Majesty’s Revenue and Customs practice. The impact of taxation (and any tax reliefs) depends on the individual circumstance and their circumstances at the time of the advice.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Taxation advice is not regulated by the Financial Conduct Authority