Independent Wealth Management

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Tag: Tax efficient

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.

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Some Harsh Words on Retirement Planning

The following article is quite abrupt and to the point. It is difficult to write about some of the basic, yet important issues surrounding retirement planning without perhaps touching some nerves. So if you’re easily offended, please move on. My objective here is to help people to understand retirement and to successfully plan ahead for later life. This involves waking up to some serious issues. So please read this in the spirit it is meant and please don’t shoot the messenger.

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Blog Categories

Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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Barry is an expert in his field. He listens and he helps.

Paul Sloane

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