Retirement Planning

With the approach of ‘A’ Day, the greatest overhaul in pensions since 1908, how can you ensure you have an adequate income for when you retire? Obviously, you need to make a significant commitment to invest for your retirement - but just as important is professional advice which focuses on your requirements.

To help you plan your retirement, we can advise you on the following:

  • Retirement planning for the self-employed
  • Retirement planning for employees, including those whose pension benefits are restricted by the earnings cap
  • Calculation of the maximum contribution to pension arrangements
  • Transfers from occupational pension schemes
  • Retirement planning for company directors and professionals
  • Remuneration strategy for company directors
  • Exit planning for company directors
  • Investments for existing pension schemes
  • Inheritance Tax planning through pension schemes

As well as expert guidance, we offer the following products:

  • Personal pensions
  • Company pensions
  • Stakeholder Pensions
  • SIPPS (Self-Invested Personal Pension Schemes)
  • Income drawdown
  • Trustee investment schemes



Interested in finding out more? 
Call us on: +44 207 016 6767
Alternatively, click above to email your enquiry.


Representing St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Services Authority.

 

 






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020 7016 6767 020 7016 6766 enquiries@aag.co.uk Alexander Associates Group . 117 Piccadilly . Mayfair . London . W1J 7JS