ADVICE FOR INDIVIDUALS

Pension Freedom & Choice rules available from April 2015 will give individuals a wide range of options on retirement.  Buying an annuity is no longer the automatic choice.  In future you will be able to choose how and when you draw money from your pension fund.  However care must be taken to ensure that you don't pay to much tax and or run out of money.

From originally advising members of our corporate clients, Corporate Benefits have developed into a firm who prides itself in having many individual clients to whom we offer ongoing retirement and investment advice.  We are pleased to say that when a scheme member decides to retire, our advice and assistance at that stage has ensured that we retain these clients on a long term basis.  We can offer guidance on everything from ISA's to Inheritance Tax Planning with just about everything in between including: life assurance, critical illness, income replacement and private medical insurance.