Pensions

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It is important to discuss financial matters and review all your financial affairs regularly – from pensions to investments, wills, lasting powers of attorney and life policies in trust – with someone you can trust and seek specialist advice where necessary.

Your retirement should not be left to chance

In recent years there have been a raft of changes in Government legislation which have revolutionised pensions. While the changes are welcome the increased choice also brings a level of complexity that warrants high quality advice.

We pride ourselves on demystifying pensions as they can be a very tax efficient and useful part of your overall financial planning. We ensure you know what the limits are for funding, including the Annual Allowance and the Lifetime Allowance, how your contributions can help you reduce your tax liability or even when not to use pensions at all.

Careful management of your pension is also critical. Too often we meet clients who have not regularly reviewed their pension charges, fund performance, asset allocation and suitability. With over 30 years of pension knowledge, skills and application our review of your pensions will ensure they are best placed to provide the retirement you desire.

TESTIMONIALS

Kind words from our customers

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Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

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