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Pensions & Capital

THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX PLANNING IS NOT REGULATED BY THE FCA.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

Pensions & raising capital

Directors may prefer to establish a separate pension plan from that of their employees. The reasons for this are that the term of their employment may be a fixed number of years, their tax position may be more complicated than other employees, or they may prefer to set up a form of self administered scheme more suitable to their circumstances.

Directors and partners may also wish to leverage their company pension scheme at some stage to raise funding for the business. This may be a more tax and cost efficient way of funding the acquisition of commercial property.

In these circumstances sound pension advice will be valuable.

Company address: Bevan Charles Ltd, 7-8 Raleigh Walk, Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN

T: 02920451160 E: info@bevancharles.co.uk

Bevan Charles Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Bevan Charles Limited is registered in England and Wales, Number 3726046. Registered Address: 7/8 Raleigh Walk Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 09/10/2024

 

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