Planning a comfortable, not taxing retirement?

Watch back our retirement webinar now.

During this 45-minute webinar we discussed the following;

  • What is a good pension pot?
  • Is your pension fit for purpose? Are ISAs better or should you use a combination?
  • Understanding the Pension Lifetime Allowance – a target for some, a limit for others
  • How you can avoid the hefty tax charge
  • How you can help your family by passing down your own pension and
  • Setting up a pension for your child or grandchild to dramatically improve their financial future.

We also allowed some time after the webinar for Questions and Answers.

About our speakers 

Resident speaker Resident speaker

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David Dodgson - Partner

Jasmine Somefun - Associate Adviser

My ability to demystify the complexities around pensions has proved of great value to clients and their families. I am a strong advocate of the use of cash flow modelling to provide a context for informed, ongoing, financial decision making particularly when planning for retirement. 

I am passionate about demystifying what can often seem a daunting world by making financial planning simple and easy to understand which in turn empowers my clients to make informed decisions around key life events.

Alternatively, to understand how we can help you with your retirement needs, get in touch and arrange a free consultation today! 

Arrange a free consultation

At The Private Office we're confident in our service but you don't need to just take our word for it. Read our reviews on independent adviser review site VouchedFor to see what real clients say about us.

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Please note: The Financial Conduct Authority does not regulate Tax Advice, Estate Planning or Cash Flow planning. The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

 

Location

Online