Retirement Planning

Tax Efficiency and Smart Use of Pensions

Before retirement, access existing pension funds and free up capital for immediate use, within your tax free allowance

Annuities & Drawdowns

When the time comes to retire it is advisable to speak to us – we will analyse your circumstances, health status and tax position, look at the open market and get the best quotes possible. Maximise returns on existing holdings by utilising open market options.

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