Planning today for the retirement you want tomorrow
Whether it’s a long way off or just around the corner, retirement planning can help you to get the lifestyle you really want
Planning how to fund your retirement is no longer just about pensions. There are many other considerations to take into account. There are other ways to help save towards retirement, such as savings and investments, Individual Savings Accounts (ISAs), Lifetime Savings Accounts (LISAs) and property, to name just a few. Although for many, contributing to a pension remains the most tax efficient way to fund your retirement. But are you saving enough? And in the right funds?
If you are a higher earner, are you impacted by the change to pensions tapering allowance? Should you be considering funding your retirement in alternative ways? Or will you be impacted by the reduction in the Annual Allowance? Ignoring the Annual Allowance could have a serious and costly impact later on when you come to access you pension pot.
Achieving the lifestyle you want in retirement
Deciding when and how to save for your retirement is one of the most important financial decisions you’ll ever make, so it’s important that you get it right. We will work with you to put a plan in place to help you achieve the lifestyle you would like in retirement.
If you’d like to learn more, or would like to book an initial Discovery Meeting at no cost to you, contact us today.
The value of your investment can go down as well as up and you may not get back the full amount invested.