Pension Planning/Exit Strategies*
If you are running a successful business, how can you use that to generate financial security in retirement?
I have a range of potential solutions that will provide both you, and your employees, with tax efficient retirement benefits.
Some of the areas I can discuss with you are:
- Group pension plans for your colleagues and employees - these are both an attractive recruitment tool as well as a justifiable business expense
- Salary sacrifice arrangements that will provide cost effective pension planning opportunities for employees while reducing employer National Insurance costs.
- Executive pension arrangements enabling you and your family to reap the rewards from the success of your business
- Trustee based arrangements that offer a cost effective solution for trustees to transfer the scheme liability to a new pension arrangement, thereby securing employee pension rights
Please contact me if you wish to discuss these topics in further detail.
I will take the time to understand your needs and recommend a solution that will enable you to benefit from the success of your business.
The value of a pension will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.