Financial Investment Advisors in Cardiff, South Wales, Gloucester, Bristol

You’re retiring in a few years. You want to use the hard earned assets that you have to give you a regular income so that you can do  all the things you what to do. You’re aware of the new pension regulations and want to make sure you make the most tax-efficient use of your assets.

Upcoming retirement: What’s important at this stage

  • De-risking any more adventurous investments to stabilise your retirement plan
  • Planning a phased income stream during retirement
  • Considering all options in terms of pension, property and other investments
  • Effecitive tax planning – including income tax, corporation tax, capital gains tax and inheritance tax

For more information on how we act on behalf of our clients, our payment structures and terms please read our Client Agreement and Value & Service Proposition.

Tax planning advice is not regulated by the Financial Conduct Authority.