Pensions & Retirement Planning
What Our Customers Say
Your Personal Pension Planning - Explained
Revenue Approved
Generous Tax Relief
Build a Pension Fund
To take an Income at Retirement
Save & Invest or do a Bit of Both
Flexible Options - Personal Choices - Private Pension Planning
- See below an overview of the many features, advantages and benefits of investing in Pension Planning
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Any questions or queries on anything please let us know and we will be glad to help out
Personal Pension Plans & Tax Relief
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Your 100% Contribution invested - cost is after tax relief
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The Government allows generous Tax Relief Thresholds on Personal Pension Plans for all Ages
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Under 30 |
30 – 39 |
40 – 49 |
50 – 54 |
55 - 59 |
60 + |
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15% |
20% |
25% |
30% |
35% |
40% |
Formula for Pension InvestmentIncome Goals for Retirement Day?Existing Pension Plans? Attitude to Risk? Current Income? Additional Pensions? Age next Birthday? Available Budget ? Entitlements to State Benefits? Any Existing Pension Planning? Selected Retirement Day? |
Pension Plans & Occupations Do you own your own limited company? Are you a Company Director? Are you a Self Employed? Are you an Employee? Are you working part time? Are you unemployed? Have you previously contributed to any pension plan? Do you work exclusively in the home? |
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Before you make up our Mind...
We can help you make it Right |
Pensions Summary
Income in future retirement is funded by a percentage of earned income today
This should be part of over all financial planning and definitely include a tax efficient investment strategy to fund that future income
We can help you achieve that and please use any of the information or tools on our site to help with understanding how to achieve this and w can also provide you with a confidential report describing your best approach to achieving this financial goal




Your Life Cover & Protection Planning










