Retirement Planning

Securing your future

You want to enjoy your retirement years while knowing your family is protected. Our Advisors will work with you to build up the funds you'll need to satisfy all your requirements. We can help you:

• Set clear goals for your retirement 
• Take control of your existing retirement savings 
• Maximise your use of tax allowances 
• Tailor an investment strategy appropriate to your needs 
• Maximise your post-tax income in retirement 
• Adapt to changing circumstances 

SIPP

Choose the investments that make up your pension with a self-invested personal pension (SIPP). It also offers tax efficiencies and flexibility when you take your retirement benefits. Plus, you will gain enhancements on the death benefits to your loved ones.

QROPS

Take advantage of a QROPS if you are considering retirement overseas. Dual Taxation Agreements (DTA's) around the world help ensure that your retirement fund is taxed in accordance with your retirement location and not at rates that may be punitive at home. You will also enhance your death benefits and benefit from all your schemes in one place.

Be aware that tax rules might change in future and that the value of any favorable tax treatment will depend on individual circumstances, which can also change.