At – Retirement

At – Retirement: Choices and decisions

You may need help to think through?

  • whether to take some tax free cash or not
  • the implications of part time work or keeping working
  • starting to take income from your pension pot tax efficiently
  • building in flexibility around future income levels
  • maximising death benefits and provision for ill-health
  • ensuring your money will not run out
  • minimising the risk of your investments
  • maximising tax efficiency around passing wealth to the next generation
  • making provision for later life

 

 

Initial meeting at no cost to you.

Tel: 02890 311 811

Email: admin@succeedwm.com

Gordon Street Mews, 27-29 Gordon Street, Belfast, BT1 2LG