Pensions, ISAs and other ‘tax efficient’ plans

Investment returns can be substantially reduced income tax, capital gains tax, and corporation tax. Our practice is to use tax-efficient planning within our client’s investment portfolios. We can ensure that returns are enhanced, for example through tax relief on pension contributions (up to 40% income tax relief), or protected from tax through the use of tax ‘wrappers’  such as ISAs which allow tax-free growth and income.

Retirement Planning – Present and Future

We carry out pension assessment and reporting allowing you to clearly understand and evaluate your existing and future retirement planning, or, if already retired, how to make best use of the pensions and other investments you have. As pension transfer specialists, we can advise you about all aspects of retirement planning, including defined benefit and defined contribution pensions.

Inheritance Tax Planning