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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.
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.
We can also offer advice on any
potential Inheritance Tax issues and
make arrangements to minimise any
liability*.
Call us now for a consultation.
*The Financial Services Authority does
not regulate tax advice. |
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