Pension Planning

Selecting the right pension plan is one of the most important financial decisions you may have to make. In most cases it’s not straightforward. For example despite the tax benefits, if you don’t get the right planning advice you may not be maximizing its potential.

Our pension planning consultants have over 20 years experience and have worked for the UK’s leading accountancy and advisory firms. They specialise in making sure you and your business are maximising benefits through effective pension plans. This includes advising you on tax efficiency, investments opportunities either directly through buying commercial properties or indirect stock market investments. Putting your needs first, means that they will also continue to work with you up to and beyond your retirement date to ensure you achieve the comfortable retirement you planned.

Our services include:

• Comprehensive review of your pension plans – tax efficiency and investment portfolio management.
  
  

• Developing pension strategies - ensuring they align with your personal and business objectives.
  
  

• Purchasing commercial properties - enabling you to purchase commercial properties tax free via your pension and thus optimise your business activities.
  
  

• Investment advice - independent insight into a range of indirect investments to suit your appetite for risk.

We also offer consultancy services to regulated firms or investment companies to ensure they are FSA compliant.

 

For more details on our services or to discuss how we can help you please contact our pension planning consultants at consultant@ascensionwealth.biz.