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Incorporating
individual schemes and more complex corporate arrangements such as
Group Schemes, Executive Plans and Small Self Administered Schemes.
The rules relating to pensions can make this a daunting avenue of
planning, but with our help, our clients are able to best maximise the
tax efficiency offered by pension planning. We specialise is
Self-Invested Personal Pensions (SIPP’s) and Executive
schemes,
with particular expertise in property purchase and individual portfolio
construction. We also offer advice in the complex and contentious area
of pensions in divorce, together with a thorough transfer analysis
service.
Furthermore,
there are a great
number of important decisions and opportunities which need to be
addressed planning for and at retirement, including phased and drawdown
arrangements. Baker Davies can help at every step.
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