There are three main phases in the retirement planning process: Pre, At, and Post. "Pre-Retirement" ensures that you have sufficient funds for a comfortable retirement in the most tax efficient way. "At Retirement" consists of the review of the options available and plan the most appropriate and tax effective solutions. Finally, "Post Retirement" assist in the planning of whether to delay taking pension benefits and optimising the phasing of the benefits to meet specific income needs.
The complexity and changing nature of the numerous EU tax systems means that planning for tax liabilities is more important than ever. Careful planning of your tax arrangements is vital in ensuring your finances are working for you. In addition to this, passing on wealth to future generations is also important, and therefore, Inheritance Tax mitigation along with Fiduciary services such as establishment of Trusts is an important factor in your financial affairs.
Tax Mitigation & Fiduciary