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.