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Effective Retirement Planning Leaflet

HANDSCOMBE FINANCIAL PLANNING LTD
INDEPENDENT FINANCIAL PLANNERS AND BUSINESS ADVISERS

EFFECTIVE RETIREMENT PLANNING
IS KEY TO A GOOD LIFESTYLE


Your pension fund is likely to be one of the largest assets you build in your lifetime and is crucial to the lifestyle you enjoy in retirement, Consequently, considerable care is needed to ensure that you gain maximum advantage from your fund both on and through retirement

Pension choices should not be the only area of concern - avoiding inheritance tax and passing down accumulated wealth to future generations are key to effective retirement planning.

Retirement planning has become increasingly complex as recent and continuing changes in legislation have increased the options available.

New ways in which pension benefits can be taken including phased and/or drawdown facilities can improve the value, flexibility and control of your pension fund - though professional guidance is essential.

These are some of the many issues that you must consider when planning your retirement. Specialist advice is vital if mistakes are to be avoided.

Handscombes’ retirement planning service specialises in designing and implementing tailor-made strategies for the discerning individual.

Our personal and creative approach is based on an extensive knowledge of the tax and legal implications of this complex marketplace and a dedication to deliver a first class service which involves regular comprehensive reviews to ensure that you remain ‘on track’ to meet your objectives.

Our service includes:
Agreeing the most appropriate and realistic date for retirement
Determining the actions necessary to fund your desired lifestyle Investment advice for personal capital Analysing the implications of your current pension assets Utilising the most effective manner of withdrawing income/cash from your pension fund Ensuring that maximum amounts of family assets pass to your children and grandchildren.

Go to...

Front cover
Back cover
Inside front cover
Inside back cover

To other inside leaflets

Corporate Services (Leaflet 1)
ExecutiveGold Service (Leaflet 2)
Proven Techniques (Leaflet 3)
Effective Retirement Planning (Leaflet 4)
Using Your Pension Fund (Part 1) (Leaflet 5)
Using Your Pension Fund (Part 2) (Leaflet 6)
Our Partnership With Other Professions (Leaflet 7)

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Handscombes is the trading name of Handscombe Financial Planning Limited,
which is authorised and regulated by the Financial Services Authority for investment business.
Dependent upon individual circumstances, certain aspects of retirement planning
may not be regulated by the Financial Services Authority.

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