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Retirement Planning

It is now possible to spend at least a third of your life in retirement, so good preparation is vital. Whether you are planning ahead, about to retire or are already retired, we will guide you through your options to help you achieve the retirement you envisage.

Following a discussion about your retirement objectives, we will create a tax-efficient investment strategy for all existing funds and any potential future savings, helping to maximise your returns, whilst minimising any tax liabilities and potential risks.

Legislation has never been more topical and the range of planning options is now more extensive than ever before. To fully understand your new freedoms and choices, please call us today to discuss the potential options.

The value of pensions and investments including the income they produce can go down as well as up and you may not get back the full amount that you originally invested. The Financial Conduct Authority does not regulate Tax Planning.