PENSION HEALTH CHECK
Our pension health check gives you peace of mind that your pension funds are in the right policy, at the right cost and invested in the right way. We also review your future pension needs and identify solutions for bridging any shortfall in your future income.
PENSION INCOME DRAWDOWN AND ANNUITY PURCHASE
Choosing when and how to draw your pension are both crucial decisions and bad choices can be disastrous for your retirement income levels and security. We can work with you to explain the options and advise you on the right products for you.
For those already in Income Drawdown we offer an ongoing review service designed to help you make the most of your pension fund both now and for the long-term.
INHERITANCE TAX HEALTH CHECK
Worried about the impact of Inheritance Tax and how to pass money onto the next generation? We have access to leading inheritance tax solutions and incorporate them into personalised inheritance tax and succession strategies designed to minimise your tax bill and maximise the value passed onto your loved ones.
What would happen if ‘it’ happened to you? What if you couldn’t work, if you were diagnosed with a serious illness, or you died suddenly? Would your family and business associates have the funds available to keep on top of financial obligations without you?
We have links with leading global insurance companies and can help you to select and put in place cost-effective cover to secure long-term financial protection.
We also provide cost-effective advice on business pensions, Small Self-administered Pension Schemes (“SSAS”), overseas pensions (“QROPS”) and tax efficient products including offshore bonds, Venture Capital Trusts and EIS schemes.