Wealth Management

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Retirement Planning

Saving for a time when you stop working comes in many forms such as Property investments, Buy to Let investing, saving into trusts and ISAs, the sale of a business, inheritance and pension planning  to mention a few.  We can guide you on how to achieve a realistic level of income in retirement and starting early is essential.
With the new rules on pensions allowing access to the funds from age 55 and being able to pass on the pension to the next generation without the previously punitive tax charge of 55% has made the pension option very attractive.  Pensions have been significantly underfunded for many years by many people due to the lack of access and the inability to pass it on but now they are a better option than many other forms of retirement planning and so we expect to see a resurgence of pension saving.  Do not leave it too late as a little sensible planning can provide a large benefit in later years.
The tax advantages of a pension are significant and we use them for corporation tax reduction, reclaiming tax back on bonuses and income tax and putting money in your pension rather than the tax man having it.  Let us take the complication out of retirement planning for you and as many of our clients will confirm our cost is insignificant compared to the benefit we provide to your wealth.


The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance.