Monthly Archives: December 2013

Minimising potential taxes and duties on your death

Posted on December 18, 2013 by - Protection, Uncategorized

IMMEDIATE ACCESS TO YOUR PENSION FUNDS, ALLOWING YOU TO TAKE OUT WHAT YOU WANT, WHEN YOU WANT IT

As your wealth grows, it is inevitable that your estate becomes more complex. Money saved via a pension can be passed on to a loved one, usually outside their estate and free of any death tax, provided the pension fund has not been touched and they die before age 75. People fortunate enough not to need immediate access to their personal pension may therefore decide not to touch those savings for as long as possible. (more…)

Enjoy the time of your life

Posted on December 18, 2013 by - News, Retirement, Uncategorized

HAVE YOU GIVEN FULL CONSIDERATION TO YOUR LONG-TERM PENSION INVESTMENT STRATEGY?

Retirement planning involves thinking about your plans for the future now – that means investing your money with the aim of maximising its value ready for when you retire.  Careful financial planning, the right mix of assets and starting sooner rather than later could all help lead to the retirement you are looking for. Many years ago the traditional view of saving for retirement was to simply put your money into a pension, with few decisions to make in the run-up to your retirement date and no choice over how the pension was taken. (more…)