Pensions

Everyone needs to plan for their future retirement and although there is currently a Basic State Pension, this is unlikely to provide the standard of living that most people would wish to achieve. It is therefore prudent to set aside additional funds and there are many different purpose-designed ways of doing this, many with attractive tax benefits.

Retirement planning is not a one-off task and our service includes ongoing reviews to make sure you are setting aside enough, in the most effective way, for your future years.

When you decide to take benefits at retirement, or even partial-retirement, we will assess your income needs and explain the various options to maximise the benefits for you.

To discuss this further, please contact us.

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The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

Statehouse Financial Management Limited is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 401761

Statehouse Financial Management Limited
Registered Address:
1 Stanton Court
South Marston Park
Swindon
Wiltshire
SN3 4YH
Registered in England, No. 04901332