Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Most of us know that ISAs are an excellent and tax efficient way of accumulating wealth. During retirement, ISAs are also very useful for providing a tax efficient income to supplement your pension income. Approaching retirement, growth funds can be switched to income yielding funds, which could also be lower risk funds. Your accumulated ISA […]
How Much Tax Free Cash can you take from your pension?
The usual answer to this question is 25%. However, how would you like two bites of the cherry?
If you are age 55 or over, you can withdraw up to 25% of your pension fund tax free. However, it is important to carefully consider how best to achieve this. Traditionally, a pension fund remains until the planholder decides to retire. At that time, he or she would purchase an annuity and probably withdraw […]
Barry truly lives up to his company’s name as he is a real professional. He offers great, unbiased advice and puts the needs of his clients before anything else. Whereas many so-called ‘Independent’ financial advisors seem to offer products and services based primarily on how much commission they’re likely to receive, Barry offers solutions that will ensure that your investments actually work for you.
David Goodman
