Pensions

A pension account is just one administrative tool available to help clients achieve their goals...

We work with

• Personal Pensions
• Company Pensions
• Self Invested Personal Pensions (SIPP)
• Small Self Administered Schemes (SSAS)

and integrate these accounts into our clients portfolio management and retirement planning.

The main technical areas we find ourselves addressing are:

• Integrating pension accounts into the overall strategy
• Reviewing investments within pension accounts
• Addressing Inheritance and Inheritance Tax
• Accessing property investment with funds held in pension accounts
• For those in retirement, balancing pension income against other sources of income in the most tax effective way,
• Maximising withdrawals from pension funds
• Updates on legislative changes