Steve met with a client, their IFA and a technical adviser this week to discuss a pension plan he had devised. It would appear that the client can save over £500,000 with this plan (Steve knew that already!). However, the client may want to retain cash for further non-pension investments, so they may choose to save less. It’s good to have the choice though, isn’t it?
If you’d like to explore ways in which you can have a choice over how much tax you pay, give us a call, or use the contact form to set up an appointment.