Retirement Planning
In April 2006 the greatest overhaul in pensions since 1908 took place in the UK, bringing significant changes to the UK pension regulations. Taking into consideration these changes, do you have an adequate income for when you retire? Clearly, it is necessary to make a significant commitment to invest for your retirement however just as important is seeking professional advice to focus on your individual 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 – audit of pension portfolio
- Investments for existing pension schemes
- Inheritance Tax planning through pension schemes
- Advise on frozen pensions
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
Call +44 (0) 20 7016 6767
Email click here

