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Retirement Planning
Pensions are just another way of saving money but they have considerable tax advantages. Legislation is complex and we provide detailed advice taking into consideration all your personal and business circumstances. We have in depth knowledge and experience on all aspects of pensions whether this be for personal or company schemes. The SIPP (Self-Invested Personal Pension) has come of age with “A” Day (April ’06). Warren Financial Planning Ltd has already been in this market place for several years and we believe SIPPs will offer even greater investment flexibility as the plan holder has more control. SIPPs offer individuals or your advisers far more choice over investment decisions as policy holders are not restricted by the limited range of funds offered by the traditional pension companies. Equally as important to building up a pension fund is the advice relating to how you should take you benefits in retirement and ensuring you optimise your tax advantages both immediately and in the long term. “A” Day has opened a host of options and opportunities that need to be explored and it is important to take into account your overall financial position and responsibilities. We are all living longer and this in turn puts pressure on funds for the long term so it is essential we explore what is best for your retirement income accounting for your situation Back to Services
Our advice is not driven by product placement on occasion the best advice that can be given is to go away and rethink what exactly they (the client) is actually trying to achieve.
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