Bespoke financial planning for g3 personnel
I am delighted that g3 has decided to add St. James's Place to your corporate benefits proposition. The St. James's Place pension will now be an alternative to the current group scheme and can offer a number of investment portfolios depending on your personal position and attitude to risk.
In the competitive world of engineering, you need to focus 100% of your time and energy on driving your business forward. Your personal time is precious. It is not surprising that time spent with your loved ones and dedicated to leisure pursuits takes a natural precedence over managing personal finances.
Have you had time to consider any of the following questions?
- Are your personal affairs set up in the most tax efficient way?
- When do you wish to retire?
- How will the current pension legislation affect you?
- Are your previous pension arrangements working hard for you?
- How much income do you need when you retire?
- Have you protected your pension and death benefits for your loved ones?
Whatever financial challenges you face, I can help you achieve clarity on your personal financial ambitions helping to achieve the lifestyle you require now and during retirement.
A no obligation financial health check
My holistic review could address the following challenges:
- Tax and investment planning for your bonus, dividends and share options;
- Consolidating previous pension arrangements;
- How to maximise your retirement lifestyle;
- Options to minimise your tax on income;
- Tax efficient capital accumulation;
- Protecting your loved ones;
- School fees planning;
- Trust & Estate planning (including Wills)*.
I will be making regular visits to Biwater House so please contact me if you would like to arrange a meeting.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority. Wills involve a service which is separate and distinct to those offered by St. James's Place.
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