Pensions
Independent Financial Advice for Everyone
Pensions offer numerous advantages for retirement planning, including tax relief on contributions and tax relief on investment growth. One of the key benefits is the ability to withdraw 25% of the pension pot value as a tax-free lump sum once you reach the age of 55. It's an excellent opportunity to secure your financial future.
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Our Pension Advice Services encompass a wide range of considerations for your retirement planning. We can help you plan how to accumulate and take your pension benefits whilst allowing for tax and your individual needs. Our expertise also extends to inheritance planning, including options for individuals both before and after the age of 75. We can assist you in understanding the available choices and making decisions that align with your wishes.
Tax Efficient
Inheritance Planning
Maximise Pension Benefits
Comprehensive Retirement Planning
When it comes to pension advice, trust the experts at BMSG. Contact us today to schedule a consultation and take a proactive step towards a prosperous retirement.
At BMSG, we understand the importance of pension planning as an integral part of your overall financial strategy. Our comprehensive Pension Advice Services are designed to help you make informed decisions and maximise the benefits of your pension funds.
Frequently asked questions
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Whose products do you advise on?BMSG is completely independent and can therefore source and recommend financial products from the whole of market; our aim is to find the right solution for you.
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If your advisors are Chartered, what does that mean?Chartered status is a recognition of professional excellence and is awarded by an independent body. Our Chartered advisors are all Chartered Associates of the London Foundation for Banking and Finance (https://www.libf.ac.uk) and their awards can be viewed on our about page. The award indicates that an individual has not only achieved the highest level of relevant academic qualifications, but has also demonstrated excellent service over a number of years. Chartered advisors are required to maintain suitable and up to date industry knowledge via the Continuing Professional Development (CPD) regime.