It is generally recognised that it is sensible to plan for retirement. This is especially important for people who are considering retiring prior to their State Retirement age.
To ensure a financially secure retirement it is essential that you regularly review your pension planning. The tax advantages available in making pension provision mean that you can benefit from tax relief on personal contributions and also the contributions are invested in a virtually tax free fund.
It is possible when drawing your pension benefits to receive a significant proportion of this by means of a tax-free lump sum.
We can advise on all areas of Pension Planning whether this is Personal Pensions, Stakeholder Pensions, Occupational Pensions, SIPPs or SSASs. We can also advise on Income Drawdown or Phased Retirement.
It never makes sense to defer pension planning as it is never too early to review your pension benefits.
If you would like to discuss this topic or find out what potential pension you will receive contact us to arrange an appointment.
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Bruce Stevenson (Edinburgh)76 Coburg StEdinburghEH6 6HJ
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F: +44 0131 554 8324
Bruce Stevenson (Glasgow)38-40 New City RoadGlasgowG4 9JT
T: +44 0141 353 3539
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Scotland
76 Coburg Street,
Edinburgh,
EH6 6HJ