Retirement Planning

Retirement planning

Pensions are often considered an investor’s most important asset, however, the pension rules are complex and constantly changing. To help you navigate the recent changes to the so-called pension freedoms, our wealth planners can work with you to:

•    guide you through the rules to help you enhance your retirement income and avoid the pitfalls

•    help you capitalise on tax relief and boost your pension fund as much as possible

•    conduct a review of long forgotten pension pots to determine whether they remain fit for purpose

•    plan a retirement strategy and establish what sort of income you might receive once retired.

•    advise on your children’s retirement planning too, as funding pensions for the next generation offers valuable tax breaks and the sooner they start planning, the more comfortable their retirement might be

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