The Financial Partnership

Key points

• Making the most of your existing funds and tax relief

• Appraisal and review of all types of scheme you may already invest in. From Money Purchase and Final Salary Occupational Schemes through RACs, RAPs, Personal Pensions and Stakeholder Schemes to Executive Personal Pensions, Sections 32s and FURBs.

• Having the right scheme now and going forward.

Whilst in your previous job, you may have already made arrangements for a private pension or alternatively you may have kept on putting if off and meaning to do it at some point.

Any growth on your pension funds are tax free and the amount of tax relief especially for high earners can be very substantial. This also allows high earners to reduce their tax liability.

Our advisers can give you impartial advice on all these issues.

Advice is available to both private and corporate clients.





	Putting aside a regular amount of money during your working life is probably the best method to ensure that you will have sufficient income during your retirement. Investing into a Pension plan has historically been the most popular method of making these regular commitments. The tax advantages offered by the UK Government provide the opportunity for your Pension Fund to grow with virtually no tax. You are also currently allowed to draw a significant amount of your pension fund as a lump sum with no tax payable. (NB. The levels bases and relief's from taxation may be subject to change).				Key points • Making the most of your existing funds and tax relief • Appraisal and review of all types of scheme you may already invest in. From Money Purchase and Final Salary Occupational Schemes through RACs, RAPs, Personal Pensions and Stakeholder Schemes to Executive Personal Pensions, Sections 32s and FURBs. • Having the right scheme now and going forward. Whilst in your previous job, you may have already made arrangements for a private pension or alternatively you may have kept on putting if off and meaning to do it at some point. Any growth on your pension funds are tax free and the amount of tax relief especially for high earners can be very substantial. This also allows high earners to reduce their tax liability. Our advisers can give you impartial advice on all these issues. Advice is available to both private and corporate clients.