Pensions

Relying on the State Pension may not prove to be adequate for a comfortable retirement. For this reason, individuals may wish to make use of a personal pension, or a good employer pension scheme.

Wheatley & Co Chartered Accountants can provide individuals with quality pension advice and support. We can help you:

• Decide upon which type of employer pension scheme is suitable for you – a defined benefit scheme or a defined contribution scheme
• Determine whether you could benefit from investment in a personal pension scheme
• In the event that a personal pension policy is suitable, we can assess whether premiums may be payable net of basic rate tax relief
• Assess whether your retirement finances could be boosted through your home, either through downsizing or equity release.

The knowledgeable team here at Wheatley & Co Chartered Accountants can assist in all aspects of pension and retirement planning. For more information, please contact us.