Retirement planning
Ensuring your retirement income fits with your lifestyle choices
Early retirement is an attractive choice … if you can afford it. We take you through a detailed analysis to make sure you can make informed decisions.
The pensions’ world is paved with whys and wherefores, so it is wise to get specialist advice before making decisions.
We offer expertise in:
- Cross border pension developments
- The different types of annuities available
- Income drawdown options and continued pension growth
- Qualifying Recognised Overseas Pension Schemes (QROPS)
- International Pension Transfers
- Qualifying Non UK Pension Schemes (QNUPS)
- Self Invested Personal Pensions (SIPPs)
Our relationship encompasses:
- An assessment of your current circumstances
- A projection of your future income, expenditure and retirement choices
- An assessment of the tax efficiency of your current arrangements
- Creating your own financial plan
- Investment recommendations based on the needs of your plan
- Implementation, financial administration and management
- Periodic planning meetings to review progress and plan for the future
- Cross-border expertise
For more information on our services please use the contact form in the blue bar.