• Aegis Financial Consultants Ltd
  • Registered Address:
  • 38 Dimond Street
  • Pembroke Dock
  • PEMBS SA72 6BT
  • Tel: 01437 763000

Retirement

Pensions & Retirement Planning

When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is to not rely on the State alone. Modern pensions benefit from some very exceptional tax breaks, and nowadays, you can even contribute to your pension when you don't work!

Pension Planning

Today there are a number of tax efficient ways of providing for a comfortable retirement. The area is complex and choosing the right vehicle requires a detailed understanding of your circumstances, tax status, employment status and more.



If you would like a 'no obligation' chat about your pension aspirations or concerns, call us on 0800 0086250.

Retirement Planning

This is all about knowing how to maximise the income from your pension arrangements and other assets, whilst taking into consideration tax efficiency, inheritance tax, your beneficiaries, flexibility and of course control. The Aegis Group can provide detailed advice following a thorough financial review. Some tools of retirement planning include:

 

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