Retirement Planning
Are you still thinking about pensions as being a savings product? Pensions can be utilised to reduce the burden of taxation thereby increasing your net worth and helping you to transfer your assets to the next generation tax efficiently. In order to take advantage of this you need to use the legislation to full effect. Our technical expertise can assist you in this regard.
The move from annuities to the Approved Retirement Fund means that most pension investors are staying invested beyond their retirement age. This is a fundamental change yet many older firms are still providing advice which is suitable for those who intend to purchase an annuity at retirement.
