Pensions
Independent Financial Advice for Everyone
Pensions offer numerous advantages for retirement planning, including tax relief on contributions and tax relief on investment growth. One of the key benefits is the ability to withdraw 25% of the pension pot value as a tax-free lump sum once you reach the age of 55. It's an excellent opportunity to secure your financial future.
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Our Pension Advice Services encompass a wide range of considerations for your retirement planning. We can help you plan how to accumulate and take your pension benefits whilst allowing for tax and your individual needs. Our expertise also extends to inheritance planning, including options for individuals both before and after the age of 75. We can assist you in understanding the available choices and making decisions that align with your wishes.
Tax Efficient
Inheritance Planning
Maximise Pension Benefits
Comprehensive Retirement Planning
When it comes to pension advice, trust the experts at BMSG. Contact us today to schedule a consultation and take a proactive step towards a prosperous retirement.
At BMSG, we understand the importance of pension planning as an integral part of your overall financial strategy. Our comprehensive Pension Advice Services are designed to help you make informed decisions and maximise the benefits of your pension funds.