Pensions & Retirement
Working with you to meet your current and future retirement needs
- Planning your pension savings
- Review, consolidation, through to implementation and taking benefits
- Strategic advice to employers to ensure cost effective and tax efficient provision of pension benefits for employees
- Administration services to ensure the smooth running of company schemes.
Investments
Catering for each client’s individual needs & requirements
- Discussion of investment strategy and assessment of investment risk
- Bespoke investment proposition; creating and managing your investment portfolio
- Socially responsible investment options including sustainability & environmental funds
- Tax efficient structuring including ISAs, pensions, and investment bonds
Estate planning
Meeting your & your family’s needs for the future
- Inheritance tax mitigation
- Business Property Relief investments
- Working with your other key professional advisors
- Tailored solutions based on individual and family circumstances
- Trust based solutions
- Inheritance Tax Insurance
Protection
Comprehensive policies for you & your family’s needs
- Life cover
- Critical Illness
- Income protection
- Advice on protection for key employees and company directors
- Mortgage and loan protection
- Whole of Life cover