• Aegis Financial Consultants Ltd
  • Registered Address:
  • 38 Dimond Street
  • Pembroke Dock
  • PEMBS SA72 6BT
  • Tel: 0800 008 6250

30 Second Form

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30 Second Form

Are you interested in any of these areas? If so, click one below to start the 30 second form. If not, please use the "Contact Us" link.

- Retirement Planning


- Mortgages


- Investments


- Life Assurance


Pensions & Retirement Planning

When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is to not rely on the State alone. Modern pensions benefit from some very exceptional tax breaks, and nowadays, you can even contribute to your pension when you don't work!

 

Pension Planning

Today there are a number of tax efficient ways of providing for a comfortable retirement. The area is complex and choosing the right vehicle requires a detailed understanding of your circumstances, tax status, employment status and more.



If you would like a 'no obligation' chat about your pension aspirations or concerns, call us on 0800 0086250.

Retirement Planning

This is all about knowing how to maximise the income from your pension arrangements and other assets, whilst taking into consideration tax efficiency, inheritance tax, your beneficiaries, flexibility and of course control. The Aegis Group can provide detailed advice following a thorough financial review. Some tools of retirement planning include:

  • Annuities
  • Phased retirement
  • Income draw down

     Pension Subject Links:

    Personal Pensions

    Pension Simplification

    Stakeholder

    Company Schemes

    Annuities

    Phased Retirement

    Income Draw down

    Alternatively Secured Pensions

     

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