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Telephone: 01522 839 525

Freephone: 0800 587 4523

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Help and support with pension 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 tax breaks, and nowadays you can even contribute to your pension if you don’t work.

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 personal circumstances, tax position, employment status and more. You can find out more about some of the main types of pension contract on the adjoining page.

Pension planning

This is all about knowing how to maximise the income from your pension arrangements and other assets, and should take into consideration your personal circumstances, tax efficiency, inheritance tax, your beneficiaries, flexibility and of course control.

Retirement planning

Lincoln Financial Services can provide detailed advice following a thorough financial review. Just give us a call on:

0800 587 4523