Pensions and Retirement Panning 

Today there are a number of tax efficient ways of providing for a comfortable retirement. The area is complex and choosing the right vehicle requires a detailed understanding of your circumstances, tax status, employment status and more.

• Stakeholder pension

• Personal Pension

• Self Invested Personal pension (SIPP)

Come and talk to us for full information.

Retirement Planning

This is all about knowing how to maximise the income from your pension arrangements and other assets, whilst taking into consideration tax efficiency, inheritance tax, your beneficiaries, flexibility and of course control. 75point3 can provide detailed advice following a thorough financial review. Some tools of retirement planning include:

• Annuities

• Phased retirement

• Income drawdown

• Alternatively Secured Pension