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Pensions and Retirement Planning—I've covered a lot of ground in this area...

I’ve written in depth about IHT, annuities, equity release, trusts (of all flavours) SIPPs, SSASs, AVCs and FSAVCs. Auto enrolment? No problem. I also understand the relevance and merits of Business Tax Relief and the ins and outs of the ‘new’ pension rules. Pension clients not listed here include: Partnership, Wesleyan and Key Retirement Solutions.
Close Brothers Asset Management brochure cover

Close Investments (now Close Brothers Asset Management): Copy for a range of private investor guides.

Similar clients:
  • Just Retirement
  • Winterthur Life