This type of scheme benefits individuals wishing to take advantage of pension funds at an earlier age than usual.
Typically, this can be used to raise funds for debt repayment, business purposes, high-cost purchases and planning capital.
Key benefits:
- Assists in the utilisation of your full pension fund before retirement
- Averts income drawdown or annuities
- Enables the passing of proceeds to dependents, Inheritance Tax-free
The strategy can be applied to any kind of pension plan, including:
- Occupational Pensions & Final Salary Defined Benefits
- Protected Rights
- SSASs
- SIPPs
- Private Pension Plans
We are required to inform you that due to the kind of planning involved in our Pension Freedom Strategy, this does not require regulation by the FSA. Please be aware that, as Tax Planning specialists, Mulbury Hamilton do not offer any kind of investment advice.
Call us to discuss your requirements on 0871 789 9988, or click here to contact us.
Pension Freedom Strategy Strategy Information
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