Much of the work we do for new clients is to consolidate historic pension arrangements. This often means reducing costs, improving the potential for growth of the pension fund and setting contributions at the level required to provide the required level of income at retirement.

Business owners and Directors are in a unique position to take advantage of the generous tax breaks available via pensions saving - a pension is often considered a tax planning tool rather than simply an investment. They will require bespoke advice to enable them to take best advantage of the wide range of investment opportunities available via Self Invested Personal Pension plans (SIPPs). It will also be important to ensure that they do not infringe legislative limits. Our advisers will be able to provide expert assistance and guidance for those who wish to prepare for their retirement.