For those seeking a secure retirement at a time of their choosing we have some innovative ideas which can include conventional Company, Stakeholder, and Personal Pension schemes to the rather more sophisticated Self Invested Personal Pensions. An increasing number of expat clients now qualify for tax advantaged overseas pensions (called QROPS).
At retirement it is absolutely vital to select the most appropriate income solution which provides value for money, and a tax effective income at an acceptable level of risk. We use both the `Open Market Option` and Transfers to fund both Guaranteed and Investment linked Annuities, as well as Temporary Annuities and Pension Withdrawal (drawdown) schemes.
You may benefit from the intelligent use of Wills and Trusts, in planning your finances and also how the careful instigation of Powers of Attorney can potentially protect your assets while securing the provision of Carers if needed in later life.
Our business clients seek our advice on the most effective ways to protect their businesses and reward their valued people, and we advise on the most lucrative corporate benefit strategies to use.
Whether you need personal or business advice our wealth of practical experience, can ensure that you achieve the results you expect and avoid the potential pitfalls - So why not call us today?