Retirement
Whether you have a
company pension
or
, the probability is that you have a lump sum that you may choose to take
in lieu of part of the
.
You should review all of your policies with your Independent Financial
Adviser in order to establish whether, for example, your
has ceased. You should also review
and agree a plan that maximises income and minimises tax liability.
You should now consider provision for
, and an update to your
. |
The Financial Services Authority does not regulate Will Writing.
JMF Private Clients Ltd
is an Appointed Representative of Adviser Business Solutions Ltd which is authorised and regulated
by The Financial Services Authority. Adviser Business Solutions Ltd is entered on the FSA register
(http://www.fsa.gov.uk/register/)
FSA Registration No: 190181