Retirement planning

I had given quite a lot of thought to my retirement planning but could not have done it without Lee’s help and advice. I feel so much happier now my retirement is on-track, I can’t thank Lee and TFP enough.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available

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Annuity Purchase

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Inheritance Tax Planning