Retirement Planning

Retirement for most of my clients is about maximizing their income and reducing their outgoings and their taxation.

Pensions typically form a part of the retirement plan (in addition to savings, investments, property & business). Pensions may be provided via an employer’s scheme, where people often require my advice on the lump sum options, or on getting the best return from a private pension (or pensions) scheme.

Typical client enquiries on retirement cover –

Risk Warnings.