Retirement Planning
Retirement Planning
We are generally living longer. This means you are likely to spend much more of your later life in retirement. Initiating retirement planning early and effectively managing your pension will give you a better chance of achieving the financial future you want.
There is a lot to consider when you are approaching retirement. What age can you retire, and will you be able to afford to? How can you make the most of what you currently have saved?
A detailed understanding of the UK tax system allows us to work together to create a retirement plan that will help you to sustain a good standard of living throughout your retirement.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
Lets have a chat
Find out how we can help you by booking a 15 minute meeting, which will take you directly to our calendar.
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