Retirement Planning
This is all about knowing how to maximise the income (& capital) from your pension arrangements (and other assets) and should take into consideration your personal circumstances, tax efficiency, inheritance tax*, your beneficiaries, flexibility and of course control. Moffatt & Co Financial Services Ltd can provide detailed advice following a thorough financial review. Some of the main contracts available for drawing your pension benefits are:
If you would like a 'no obligation' chat about your pension arrangements, aspirations or ensuring that your investment strategy is appropriate for your circumstances, please contact us.
Retirement forecast
*Inheritance Tax is not regulated by the Financial Services Authority.