Pension Drawdown
We can help you understand your
Pension Drawdown Options.
You May Pay More Tax Than Needed If You take all your Pension At Once!
There Are Tax Efficient Ways To Access Your Pension
We Can Help!
We can help identify the most suitable
pension option for you
both
Annuities and Drawdown
Age 55 or over?
If you have a personal pension you could take as much as 25% as a tax free lump sum.
A Will helps you ensure that your wishes are carried out and can remove unnecessary problems for your loved ones. They can:
- Enable you to leave your estate and particulars within it to the people that you want to. You can be specific about your requirements.
- Importantly if you have dependent children you can ensure that they are provided for both financially and practically by your choice of guardians. You can ensure your guardians can financially support your children.
- You can ensure that your children receive your estate in the case of remarriages.
- Ensure that an unmarried partner is financially looked after.
- You can even leave something specific to a charity
Wills
Are you one of the many who do not have a Will or is your Will out of date.
We can provide many types of Wills from a Standard Single Life will to the more complex Property TrustsÂ
We provide the following services with regards to Wills:
- Single Will
- Mirror Will ideal for many married couples
- Children’s Trust
- Property Trusts
- Lasting Power of Attorney