Will you have enough money to enjoy the lifestyle you want in retirement without worrying that you will run out of money?
Are you on track to stop working when you want and how much income will you need for it to be an enjoyable and rewarding new chapter?
We help people understand the often complicated world of pensions and retirement. Part of that process involves understanding what you want your retirement to look like, assessing your current situation and outlining your projected course.
Pensions can be used to maximise tax relief if you pay higher levels of tax, extract capital from within a business without incurring corporation tax, and act as efficient planning tools when considering inheritance tax. We can help you plan, whether you’re funding for a retirement which is some way off or you’re at the point of needing to make a decision.