01782 557800

There are many options to consider when taking your pension benefits, not just the conventional annuity route, but several other routes, including family trusts, which can ensure you pass your pension benefits to your family in a tax efficient way.

 

Under the new “pensions freedom” laws, from April 2015, most people over the age of 55 can access as much of their pension savings as they want whenever they want, subject to their marginal rate of tax.

 

If you are unsure where to start, or do not know all of your options, then come and join us for our FREE seminar and arm yourself with the knowledge of the new pension laws. We’ll even provide a spot of breakfast!

 

These changes may benefit you.

 

Where?

CoRE in Longton, Stoke on Trent

 

When?

2nd July 2015, 8:30am until 10:30am

There will be plenty of opportunity throughout the morning to ask our experts Richard, Emily and Kate questions or have an informal chat specifically about your situation.

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