PLANNING FOR RETIREMENT

You are never too young to start planning for your retirement.  Whilst employers are obliged to provide you with a workplace pension, do you have sufficient qualifying years for a full state pension and will your pension income be sufficient? 

We can advise you on current pension tax issues such as:

• Tax Relief on pension contributions
• The Annual Allowance including maximising any unused relief from earlier years
• The Lifetime Allowance
• The availability of Pension Protections and the implications of applying for protection
• State Pension credits and how to obtain a State Pension forecast.

Please note that we can only advise on tax issues relating to pensions, and are unable to provide investment advice. We work closely with specialist financial advisers who help provide investment or administrative advice in connection with your pensions.