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Cambridge Office: 01954 23365001954 233650

Bury St Edmunds Office: 01284 72260001284 722600

Chelmsford Office: 01245 29070201245 290702

Planning for your Retirement

There are many ways in which you can save for your retirement. Our financial advisers in Bury St Edmunds, Cambridge and Chelmsford are perfectly placed to give you comprehensive advice to help you, whether you are an individual or a business.

Individuals
Our financial advisers will build a retirement plan with you based on when you plan to retire, and what income you need. We can review your existing pension plans and provide illustrations of likely benefits and cost comparisons.

 Options include:

  • Setting up a Self Invested Personal Pension (SIPP) providing a high degree of flexibility and a wide investment choice
  • Contributing to a new or existing Personal Pension or Stakeholder Plan. This provides cost effective pension planning enhanced by tax relief
  • Using our specialist knowledge of current legislation to minimise the tax you are paying while maximising tax-planning opportunities to enhance investment returns
  • Looking at alternative tax efficient ways of saving for retirement, such as NISAs, VCTs  and EISs

 Directors and Companies
We offer directors of limited companies the opportunity to use their pension funds to help them grow their business, while still providing for their own retirement in the form of Small Self Administered Pension Schemes (SSASs). These schemes can provide excellent tax planning and investment opportunities unavailable to other forms of pension.

We also offer Workplace Pensions & Auto Enrolment.

Remember that in all forms of investment capital may fall as well as rise and you may not get back the full amount invested.

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