Our dedicated team of experts specialises in offering a wide range of services, including strategic financial planning, tax optimisation, investment management, and risk assessment.
A pension that allows you to save tax efficiently for your retirement. An employee has this set up for them by their employer, but as a director of your own business this responsibility lies with you.
You can make contributions into the plan as an individual and via your company. This makes it possible to claim pension tax relief not only on your own contribution but also on the contributions paid through your business.
We provide an initial meeting to any client who wants to explore the option of setting up a pension, during the meeting the features and benefits of the pension would be explained. We discuss your personal circumstances and gain a clear understanding of your objectives in order to provide you with the correct solution. A written recommendation confirming our advice would be provided. As part of our ongoing service, we would assist with maximising your pension contributions each year and retirement planning.
