You may decide to use a trust to pass assets to beneficiaries, particularly those who aren’t immediately able to look after their own affairs. If you do use a trust to give something away, this removes it from your estate provided you don’t use it or get any benefit from it. But bear in mind… Continue reading UK Trusts, passing assets to beneficiaries
Category: Retirement
Locating a lost pension
Tracing service may provide the help you need! If you think you may have an old pension but are not sure of the details, the Pension Tracing Service may be able to help. They will try and match the information you give them to one of the schemes on their database and inform you of… Continue reading Locating a lost pension
Flexible Drawdown
Removing the cap on the income you can take After years of saving into your pension fund, you’ve now decided you want to retire and are overwhelmed by the retirement options available. We can work with you to choose the right strategy in order for you to enjoy your retirement years. If appropriate to your… Continue reading Flexible Drawdown
Pension options
Planning for your retirement years There are three types of non-State pension. Some are offered by employers and some you can start yourself. They are: – Occupational Final Salary Schemes – offered by some employers – Occupational Defined Contribution Schemes (also called Money Purchase Schemes) – offered by some employers – Stakeholder Pension Schemes and Personal Pensions – offered… Continue reading Pension options
