Pensions and retirement planning can be complicated.
Our experts will make life straight forward for you by providing advice on areas such as:
- A cashflow plan – how much will you need to meet your retirement goals?
- How to invest your money throughout retirement
- The lifetime allowance and how it might affect you
- How to make pension contributions using ‘carry forward’
- The annual allowance and how tapering applies for high earners
- Structuring your wealth in various tax vehicles to reduce the tax you’ll pay in retirement
- Making the most of your pension for inheritance tax planning