Pre & Post Retirement
In the current pension environment, there is a complexity of rules governing the various retirement planning options that are available. It is therefore imperative that once the decision has been made to fund for retirement, expert and unbiased advice is sought to ensure that you plan in the most tax efficient and appropriate way. We specialise in pre and post-retirement planning for the self-employed, business owners, senior executives and employees.
There are numerous key variables that we consider when planning for your retirement. The most important of these includes:
- setting of retirement goals
- existing pension arrangements
- maximisation of tax relief
- devising appropriate investment strategies, and
- post-retirement options.