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Changes in legislation over recent years have made the choices at retirement greater than ever and we are here to guide you through the bewildering choices that funding your retirement may present you with.
Our thorough understanding of the complex choices available to fund your retirement enables us to present clients with options that they may have otherwise missed and potentially preventing them from electing a less favourable solution.
Amongst the many options and considerations for funding your retirement may include the following:
- Utilising assets held outside your pensions to either supplement, or even fully fund your retirement income requirements for reasons of income tax and/or inheritance tax efficiency.
- Considering how any retirement income should be generated from pension savings whether by purchase of a conventional annuity (With enhanced income available for those with poor health) or ‘income drawdown’
- Providing ongoing monitoring of your investments to provide a sustainable income in your retirement.