Corporate retirement planning is our most popular service as we can combine tax efficiency with true wealth management. When your employer (limited company or umbrella) makes a pension contribution, the corporation tax relief, national insurance relief and income tax savings make the investment one of the most efficient tools around. We offer a free initial consultation that enables us to understand your goals and objectives and recommend one of our two tailored services to suit your needs.
Our Corporate restricted model is efficient, highly cost effective, and allows your company to make the contributions and benefit from all of the tax breaks. We have created an exclusive self-invested proposition with the Aegon group which is available to clients of our wide group of companies. We can install this scheme and manage this for you providing excellent value for money.
Our Independent model is available if you prefer us to access the whole of the market. Those with more complex requirements may benefit from this advanced service.
We offer a Pension switch and transfer service where we can review your existing policies and, when we believe it is in your best interest, we can provide a formal transfer / switch recommendation.
To request your free initial financial review, please fill in the get in touch form.
A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED
TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. TAX TREATMENT DEPENDS ON THE INDIVIDUAL CIRCUMSTANCES OF EACH CLIENT AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.