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We will have discussions with yourselves with regards to your current arrangements, and after having decided what level of income is required, look at the various options of providing this income in the most tax efficient way.

  • Analyse your current pension arrangements, review and consolidate if necessary. Decide whether flexible drawdown or annuity purchase is right for you. We can find you the best annuities rates in the market and consider your health situation and how this will affect your income, and will also assess your potential qualification for Enhanced/Impaired Life Annuities,
  • Discuss your income requirements, tax position and investigate whether or not the tax advantages of phased drawdown would be advantageous for you
  • Consider any legislative changes that may affect your income position
  • Review performance and compare with other like portfolios
  • Consider and discuss any requirement you may have for a Lasting Power of Attorney

Additional Literature:

Pension Rule



Inheritance Tax