Pension Fund Access

Would you like to be able to access your pension funds during your lifetime without significant tax charges?

Do you wish that you could pass your pension fund wealth on to the next generation without incurring a 55% charge or expose the capital to possible Inheritance Tax on your death?

Well now you can.

There is now a solution that will provide you with a small annuity but seeks to protect the capital of the pension fund, allow you access to the fund to do as you wish and also pass it down the generations.

This solution is really suitable for those with a SIPP or a SSAS and does not matter in what form the current assets are held.

For more information and advice, please contact us.

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