Retirement Planning
NB: The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
- Are you confused and frustrated with all the pension changes going on?
- Do you worry you’ve left planning for your retirement too late?
- Are you concerned that you might have to cut back on your holidays when you retire?
“New rules introduced in this year’s Budget allow retirees to plunder their pension pot at normal tax rates and HM Revenue and Customs thinks that 130,000 out of 400,000 will do so. The projections also indicate that Chancellor George Osborne’s shake-up is set to generate a Treasury windfall of around £3.8 billion over the coming five years as people move to cash in their pensions pots, subject to tax.”
A Third Of The Workers Who Retire With Private Pensions Next Year Will Cash In Their Pots, According To Estimates From The Taxman
There are many advantages and disadvantages of the proposed changes, during this free seminar you can find out how to access the funds built up in your pension and at the same time avoid the associated risks and pitfalls.
Retirement Planning
When would you like to retire?
In this video Dee reveals 5 steps to successful Retirement Planning
Retirement Seminars
Whilst the day you finish working might seem like a long way off, the sooner you begin your retirement planning, the more time your pensions and investments have to grow. But trying to understand the complex and ever-changing issues around pension and retirement laws can be stressful and confusing.
At Lazenby’s Financial Services, we will work closely with you to make your retirement planning simple and stress free. We will help you look forward to the day you retire with peace of mind that you can lead the life you want with complete control over your finances.
Together we will help you make intelligent decisions based on a number of factors like inflation and life expectancy to create a tax efficient retirement plan for your future, so you know when you can retire and how much you need for the lifestyle you want.
Existing Pension Plans And Investments
If you already have personal or workplace pensions, and other investments, we will liaise with your existing providers so we can help you understand exactly what you have, and how they will help you achieve your retirement goals.
Based on the level of risk within your comfort zone, the age you want to retire, and the amount of money you need to be comfortable, we can help you manage your existing investments.
If you choose our ongoing management service, we will constantly review the performance of your investments to make sure you get the best return to ensure you look forward to your retirement days
Call 0113 322 0700 and begin your retirement planning
If you need a more comprehensive plan that plans for the major financial events in your life, take a look at our Financial Life Planning service.
Contact an IFA Today
Whatever independent financial planning advice you need, we promise both quality and good care – speak to an IFA in Leeds now, or drop us a line with your questions.
