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Whether you are approaching retirement
or you have recently retired, there are
many issues of concern.
It is not always easy to find someone
who can help with Superannuation
queries, maximising income from AVCs,
and offers sound investment advice and
tax planning*.
That's why we have launched a Retirement
Advisory service which is available to all EIS members and
their family.
Time to invest?
Some of the main issues we deal with
involve
investing your
retirement lump sum for
capital growth or to provide a regular
income. The recent stockmarket
volatility has proved a concern for many
but there are still a number of options
which would give a guaranteed
return of capital regardless of what
happens in the stockmarket or, often
more importantly, a guaranteed
income that would help supplement your
pension income.
Another relatively recent change to the
superannuation scheme -
Commutation
- gives the option of giving up some of
your pension to receive an enhanced tax
free lump sum.
An experienced
Independent Financial Adviser
with an excellent working knowledge of
the Superannuation scheme can discuss
your requirements and make a firm
recommendation based on your individual
circumstances.
Call us now on 0141 332 8004 for a consultation.
*The
Financial Services Authority does not
regulate some forms of tax advice
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