Retirement Planning
- How much tax free cash should I take from my personal pensions?
- Will my savings, investments and pensions provide me with enough income?
- Do I have to purchase an annuity?
- Should I consider Income Drawdown
- Can I provide for my spouse?
- What happens to my pension if I die?
These are just a few of the many questions that we are asked by clients who come to us for advice. Your retirement should be one of the most rewarding times of your life, when you then have the time to achieve most of the things on your 'wish list'. Our aim is to understand the areas that are important to you and help you achieve your dreams.
Deciding on how best to use your pensions and savings is the most important decision you will ever make and this can be a worrying and confusing time with so many options now available and not knowing which one to choose.
Taking the wrong advice or making the wrong decisions could be disastrous.
Milestone Wealth Management have extensive experience in this area and are one of the most qualified independent financial planning companies offering this type of advice.
Please contact us to arrange a no obligation initial meeting.
Fact Sheets
The following fact sheets provide a brief summary of the main areas that affect people close to retirement.They should be used for information purposes only and not as advice please take independent advice before deciding on the best course of action for your retirement.
- About the State Pension
- How do Annuties work?
- What are unsecured Pensions.pdf
- State Pension Forecast App Form
- Retirement checklist
- The Age Allowance Trap