Retirement Planning

Making sure that there is sufficient provision to maintain our required standard of living in retirement is, of course, vital, but equally important is choosing the most efficient methods of drawing those benefits when retirement arrives.

We will consider all of the variables involved in order to present you with the best solution.

How our Retirement Planning works for you

  1. We will assess what your current resources may provide in relation to your objectives, reviewing the efficiency of the products used and providing recommendations on how pension benefits may be drawn in retirement.
  2. If your objectives are unlikely to be met from the current resources available, we can help formulate and implement a revised retirement strategy that is more likely to meet your needs.
  1. We will use our in-depth understanding of the ever-changing fiscal requirements and demands to provide tax efficient and workable strategies aimed at minimising the impact of income tax, capital gains tax and inheritance tax, whilst ensuring that administrative burden is kept to a minimum.
  2. In addition to your pension funds, we will consider the use of other financial arrangements such as ISAs and investment bonds.

Want to know more?  Then just get in touch.

Fill in the form opposite, and we will try to reply to you within two working days.  Or pick up the telephone and speak to us; our number is 0131 220 8888.

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