Pension Planning

We provide specialist pension and retirement planning advice at all stages of life, taking into account overall financial circumstances and anticipated needs.

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“Both the Personal Tax Manager and Pensions Manager that I deal with are very responsive to issues and give me the impression that that they are strongly protective of my interests.”Private Client
Our specialist advice ensures that retirement plans are flexible, tax efficient and cost effective.
 

We offer advice on

 
  • Saving for retirement, including self-invested personal pensions (“SIPPs”) and qualifying registered overseas pension schemes (“QROPS”)
  • At-retirement planning on the timing and form of benefits: flexible drawdown and annuities
  • General strategic retirement planning, including risk management of pension funds
  • Strategies for managing the annual and lifetime allowances and associated tax charges
  • Prospective transfers from defined benefit pension schemes

Martin Reynard has over 30 years’ experience in advising clients on all aspects of personal financial planning, providing objective financial advice, tailor-made to individual needs. In particular, he is an acknowledged expert in the technically complex field of retirement planning for High Net Worth Individuals.