Retirement Planning

For some, this is a long term plan. For others, retirement planning is about transition in the short term - a transition from generating earnings and accumulating capital, to deriving a future life-long income from this accumulated capital.

Our integral knowledge of the reformed pension legislation is paramount in working out a strategy that will allow retirement plans to unfold, in line with individual priorities and circumstances. Our strategies exploit the significant tax benefits permitted within the retirement planning arena. We can, where required, work closely with the administrators and trustees of Company and Superannuation schemes.

Where appropriate, our retirement proposals receive the full benefits of our investment proposition, through the facility of Self Invested Pensions and Small Self Administered Schemes. In some cases this can incorporate commercial property investment, or specific property purchase for own business use, or indeed investing in ‘Own Company’ shares.

Comprehensive Financial Planning
Investment Planning
Retirement Planning
Tax and Estate Planning