RETIREMENT PLANNING

To ensure a good pension it’s best to start saving as early as possible.

With our help, saving for retirement can be straight forward. We firmly believe in putting you in control of your retirement fund.

Most pensions are flexible and we will help you choose the most suitable way to invest your money & assets to earn the maximum return for you. It’s good to know that, every time you pay money in, the tax-man pays in too.

The benefits can be taken from as early an age as 55 (57 from April 2028), with options to include a tax-free cash sum and an income for life for you and your dependants. 

If you would like to find out more about our Retirement Planning service and how we can help you please contact us for our professional advice.

Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change in the future.

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