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You have a right to expect the best retirement advice.

August 11, 2018

Planning your retirement is never easy. It is easy to  underestimate the amount of capital you might need to maintain your standard of living and the situation has been exacerbated with many funds producing disappointing returns over recent years.

Are you concerned that by drawing tax free cash from your UK pension that you have exposed your beneficiaries to a tax charge of 55% on your death? Have you invested in a number of different pension arrangements which need consolidating to reduce the drag of ongoing charges? Have you been sold high risk funds unsuitable for low or medium risk investors (Arch Cru, Key Data to name but two)? Are you considering QROPS but do not know how to tread in light of recent action by the authorities and a clamp down on schemes intent on breaking HMRC rules?

What you do need to make sure is that you receive the very best advice and that your pension assets are carefully and proactively managed to provide you with the best opportunity to maximise your income. Whether you are a UK resident investing in a personal pension or self investment scheme or an expatriate weighing up the benefits of QROPS or even QNUPS you need to engage with an adviser who can offer tax led solutions coupled with pro active investment management.

Fiduciary Wealth can provide you with the retirement planning advice you deserve. For an appointment telephone +35020050982 or email wealth@fiduciarywealth.gi

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