Pension & Retirement Planning

Managed pension funds have seen significant reductions in the value of their underlying assets in recent years. This may have a significant impact on retirement plans. An alternative strategy for company directors & senior managers has been the creation of Small Self-Administered Pension Schemes.

A tax efficient use of company funds is a key area for self-employed individuals & directors. This is a tax-exempt Trust set up for the benefit of the individual. A key advantage is that the individual has control over the investment decisions of the Pension Trust. This has both wealth and tax advantages for both the company and the individual.