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REVIEWING YOUR PENSION

However far off retirement you may be, it’s a good idea to carry out a review of your pensions arrangements and make sure they’re all still working to your full advantage. The pensions landscape in the UK is something of a political ‘hot potato’ and changes to legislation, new initiatives and a seemingly endless tinkering with the rulebook mean it’s essential to stay well informed.

MAXIMISE YOUR POTENTIAL

Greater choice around pension contributions and withdrawals can bring greater complexity, there are also more tax issues to be aware of and a more competitive landscape means there may be potential cost savings you’re missing.

TAKE A HOLISTIC VIEW

You need to look at your lifestyle now and what you’d like to have once you retire. How far off retiring are you? Could you be paying in more? Are your investments still performing, or have your objectives moved on? Taking a holistic view of your entire retirement plan is the best course of action.

IMPROVE YOUR STRATEGY

Whether your finances are impeccably organised or in a state of disarray, please get in touch and let us optimise your retirement plan. Aside from streamlining the money side of things, consolidating multiple schemes, improving your overall investment strategy and reducing paperwork makes things a lot more comfortable.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.