Chartered Wealth Management

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E: info@jgw.scot

Pensions

Areas of advice

Pensions

Pension planning is split into three key areas, pre retirement planning, at retirement planning and post retirement planning.

Pre-retirement planning requires advice with regard the amount of money required to be invested to enjoy a good retirement and investing in funds which will deliver the growth required. At retirement planning is probably the most important part of planning as the decisions clients are asked to make include a wide area of choice and some of the decisions made such as purchasing an annuity are irreversible and advice should always be sought.

Once in retirement and depending on the options chosen at retirement on going advice is important to maintain your standard of living with on going advice and in line with changes in legislation and your financial needs.

Investments
At Retirement Planning
ISAs
Inheritance Tax Planning
Equity Release
Protection

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