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Top retirement and pension tips for a wealthier retirement
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PostPosted: Wed Jun 15, 2011 2:46 pm 

Joined: Tue Mar 10, 2009 1:21 pm
Posts: 1457
Location: Hampshire
- Track down any old pensions - The pension tracing service 0845 600 2537

- Get a state pension forecast - The pension service 0845 300 0168

- Maximise your tax breaks -

For couples, move investments into the name of the person paying least tax.

Make full use of your annual ISA allowance.

- Shop around near retirement for the best pension income - annuity - Free quote service 0117 980 9940

- Ask about enhanced annuity.

- Investigate 'immediate vesting personal pensions (IVPP) - Instead of saving for a number of years, your payment is immediately converted into a taxable retirement for you. For fact sheet tel. 0117 980 9926

- Consider income drawdown - Don't want to lock into a lifetime annuity just yet, income drawdown can offer a flexible alternative in allowing you to take your tax free lump sum and choosing whether you also draw an income. More info tel. 0117 980 9926

- Minimise your heirs' tax bill - reduce inheritance tax - More info tel.0117 317 1690

- Look into consolidating your investments - More info tel. 0117 900 9000

- Make a will - More info:

Download factsheet - Click here
Find a solicitor in your area - Click here
How to write your own will - Click here


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