I want to plan for retirement
Creating a comfortable, secure retirement takes care and forethought. We can help build a pension plan unique to you.
How much will I need
Using the allowances set by the government, pensions provide a highly tax-efficient means of providing for your future. Pension regulations have changed rapidly in recent years, and understanding the tax rates and advantages of saving into a formal pension has never been more important. We can help you to make the most of available tax incentives and avoid the potential penalties if you were to exceed your allowances or fund thresholds.
Making the most of your pension allowance
Your options at retirement are complex, and making the wrong decision can be costly. Having good advice is crucial. From choosing between buying an annuity that will provide you with a guaranteed annual income, to drawing down an income by retaining your pension in a post-retirement Approved Retirement Fund, we can help you navigate the pension landscape and support you with the objective of creating a wealthy retirement.
Building your retirement fund
There are many ways to build your retirement fund. Pensions can be combined with other savings vehicles and assets like property, to provide the foundations for your life after work. We will work with you to find what works best for your personal circumstances, commitments and retirement ambitions.
Understanding your retirement options
New pension freedoms have brought many more options at retirement than previously, and making the wrong decision can be costly. Having good advice is crucial. From choosing between buying an annuity that will provide you with a guaranteed annual income, or drawing down your retirement funds more gradually while continuing to invest, we can help you navigate the pension landscape and enable you to create a comfortable retirement.
I am ready to start a conversation
Find out how we can help you on your wealth journey.
Long term outlook
Witness to over two centuries of change in the world, we have a composure ever-relevant in today’s times of uncertainty.