Retirement Planning
Retirement Planning is frequently viewed as the production of income
resulting from pension funds built up during the working life of a client.
However, Retirement Planning is not just about pension plan maturity – what
is being considered is a change in lifestyle.
Our strategy is to identify the most effective way to build retirement
funds and provide ‘Income in Retirement’. We consider suitable ‘wrappers’,
tax efficiency, investment strategy, self investment and flexibility.
The MPL service extends to providing advice on:
- Changes in investment portfolio structure to generate tax efficient
income.
- Providing options on purchasing annuities and/or income drawdown.
- Reviewing a client’s requirement for capital which could otherwise be
gifted with tax efficient income receipts.
- Reviewing the decision of ‘where to live’.
- We can cater for clients considering transferring UK pensions to
recognised overseas pension schemes.
We aim to put you in control of your pension – possibly your largest asset.
William Burrows Annuities
Provides specialist advice in all areas of annuities and pension
drawdown. William Burrows is a trading name of MPL Wealth Management.
Please visit www.williamburrows.com
for more information and up to date annuity rates.