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The importance of tax relief

When discussing retirement planning with our clients, a great deal of attention is always given to fund choice and the corresponding past performance figures.

However, it is important to remember one of the fundamental reasons why pensions should be the investment of choice for retirement planning. Read more »

Posted in Group Pension Schemes, Income and Capital Gains Tax Reduction, Pensions, Pensions Review Service, Retirement Planning | Tagged , , , ,

Using Your Personal Allowances

I often meet married couples where the pension plans are all in the husband’s name. For many this is the traditional way for retirement planning. However, they could be missing out on a simple piece of tax planning. Read more »

Posted in Income and Capital Gains Tax Reduction, Pensions, Retirement Planning |