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Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

New Tax Year Pension Special

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Ok, so the panic of the end of another tax year is over but what’s next?It is certainly not time to relax for the next 11 months.

Here are five tips to make YOUR MONEY work hard for you.

CONSOLIDATE ALL THOSE SMALL PENSIONS

It is estimated that more than 16 million Britons have “half asleep” pensions. Rarely reviewed, invested anywhere and subject to an array of charges. Email me for our FREE pension consolidation report.

REVIEW YOUR TOP-UP PLAN

It is always a good idea to be maximising your pension contributions but if you are doing this via a workplace pension scheme the chances are that you are not getting the maximum flexibility or investment choice. Ask us for our FREE report.

DUST DOWN YOUR DRAWDOWN PLAN

Good news! If you are drawing an income from your plan (age 55 onwards) the maximum withdrawals increased by 20% with effect from 26th March. Do you need to take advantage of the rule change?

TRANSFER TRAP REMOVED

More good news for Drawdown Plans. Previously if you transfered to another provider your income could have taken a big hit. This is no longer the case so you have a real opportunity to reduce costs, improve admin and get a far wider investment choice by transfering to a modern, up to date, cost effective plan.

MAXIMISE TAX RELIEF

If you are a higher rate tax payer go back and take another look at our “GATE CLOSING” Blog. You may have missed the tax year end deadline but the figures are still magical. No need to wait to the end of another tax year. Take action now!!!

 

IMPORTANT INFORMATION
This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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