PENSIONS & ANNUITIES
We’ll leave no stone unturned to ensure you get on the right track
A pension plan is a very tax efficient way to save. Apart from your own contributions, the Taxman will also make a contribution into your plan, so if you are a higher rate tax payer then the amount invested could be enhanced by up to 40% of the contribution.
There are several types of schemes available and a Wright & Lord Financial Services adviser will review your situation and help you to select the plan and premium that is best suited to your needs. We have access to the full pension product range and our experience and knowledge can make the whole process simple for you.
We’ll leave no stone unturned to ensure you get on the right track for retirement.
When you decide to retire your pension “pot” will be used to provide you with an income or capital for the rest of your life. At that point there are a number of decisions you will have to make, for instance:
- Where to buy it from – you don’t have to buy it from your current pension provider
- Do you want to provide for your spouse after your death
- Whether to take a tax free lump sum or not
- How best to manage the tax implications
For all your pension or annuity needs call us now on 01524 405855 or fill out the form below and we’ll call you back as soon as possible.
Enquiry Form
It is re-assuring to know that things are performing as well as can be expected in the financial markets and I am grateful for your care and attention.
We appreciate your help and guidance which we valued highly when you acted for us previously.
Thank you for your profecssional help and advice. It is encouraging to think that you would be willing to act for us again as an Independent Financial Adviser.
We were worried that we would not be able to find a mortgage lender to grant us a loan. Thanks so much for your endevours, we are now looking for our new house.
We are so pleased with your help and advice that we have recommended you to our friends. We told them you would explain the whole process involved as well as getting them a mortgage.
Thanks for seeing us last Wednesday evening. It is difficult to find time to sort out a mortgage when you both work! You explained everything so well that even I understood.