Pension planning.

Pension planning.

Pension planning.

In a world of longer life expectancy, and pension provisions that have fallen short of expectations, planning for financial security in retirement is more important than ever.

Bulley Davey WM has the expertise to guide you through this complicated area of financial planning where so many factors are relevant, to ensure that you enjoy the comfortable retirement you deserve.

 

Individual Pensions

If you haven’t made a start to your retirement planning or you have many pensions in place and are unsure if they are right for you and performing as they should, we can help. As an independent whole of market advice business, we are able to research the marketplace, look at your existing plans and recommend the right course of action for you.

 

Corporate Pension Planning

As a director of a business, you will want to be tax-efficient in extracting money from your business whilst building up a fund that you can access on retirement or to help grow your business in the future. As an independent whole of market advice business, we are able to research the marketplace, look at your existing plans and, after gaining the information we need, recommend the right course of action for you.

We can help:

  • Calculate how much you need to save for an adequate pension ‘pot’
  • Decide the most appropriate and tax-advantaged pension scheme
  • Make proper provision for your family
  • Find appropriate strategies for exiting your business
  • Minimise exposure to inheritance tax

Julia has shown exceptional levels of care to both myself and my 83-year-old mother in looking after our financial affairs. She explains things with charm and expertise in a way that is neither baffling or boring – quite the feat when it comes to finance, in my opinion! My mother and I both know that our savings, and in my case my pension, are in the safest possible pair of hands with Bulley Davey WM. It’s the best peace of mind anyone could ask for.

Lucy, Oundle

We can help:

  • Calculate how much you need to save for an adequate pension ‘pot’
  • Decide the most appropriate and tax-advantaged pension scheme
  • Make proper provision for your family
  • Find appropriate strategies for exiting your business
  • Minimise exposure to inheritance tax

Julia has shown exceptional levels of care to both myself and my 83-year-old mother in looking after our financial affairs. She explains things with charm and expertise in a way that is neither baffling or boring – quite the feat when it comes to finance, in my opinion! My mother and I both know that our savings, and in my case my pension, are in the safest possible pair of hands with Bulley Davey WM. It’s the best peace of mind anyone could ask for.

Lucy, Oundle

Make your money work in retirement.