Retirement Planning

Your pension fund is likely to be one of your largest financial assets. It makes sense to understand how this can be used by you and your family in the future.

Retirement Planning

We are experts in the specialist area of member directed pension schemes and their related retirement planning opportunities. This includes SIPPs & SSASs.

Our approach ensures that you keep control of your fund, helping you to benefit from tax planning opportunities and providing peace of mind that your options in later life are being safeguarded.

Whether you are still making contributions, drawing your pension or looking to pass on the fund to your beneficiaries, you will find our service measured and practical, based on a comprehensive understanding of your situation and objectives.

Our emphasis is on developing and maintaining our relationship to enhancing your options as your lifestyle and aims evolve.

HOW WE HELP YOU

The welcome changes to pension rules in 2015 have provided greater flexibility in drawing benefits and far more opportunity for Income Tax and IHT planning.

We offer ease of access to a range of pension structures especially SIPPs and SSASs. The latter continues to be a valuable choice for clients who run their own business.

Our ability to both advise on your choice of pension vehicle and to manage the investments held within it, as well as those held by you personally, provide an efficient, integrated and joined-up service that is rarely available.

We will keep all your pensions under review and at a minimum we will discuss these with you at an annual review meeting.

Do You Know Your Pension?

Your pension may be one of your largest financial assets. So it makes sense to understand what you have and how you can use it for you and your family, in the future. See how you score in our important self-assessment quiz here.

Take the test here
Who Will You Nominate?

Just like a Will, your pension scheme nominations need careful thought and drafting and should be kept up to date. Careless drafting of nominations could stop benefits reaching the desired dependants or successors.

Learn more about nominations

How can we help?

020 8936 3970