Pension Planning Areas

Whether you have already retired or will do so shortly, careful planning is required to maximise your income and capital growth, and at the same time minimise Income Tax, Capital Gains Tax, and Inheritance Tax.

If you are about to retire and have already built up pension funds you need to consider the various choices available to you - it may not be in your best interests simply to buy an annuity, and even if it makes sense for you to buy an annuity you will need help to find the best annuity rates available.

PM Independent provides specialist pensions advice to private clients as part of their financial planning, and employers and their directors and staff. Our experience has shown that we can add significant value through our knowledge of the rules, so it is likely you will benefit by getting us to look at your existing arrangements.

It is also important to realise the choices of investment for your pension funds.

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Contact Details

30, Bonds Hill
BT47 6DP

028 7131 1212

028 7131 1315

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