Drawing Pension Benefits / Retiring

There is now a very wide range of options for pension holders who wish to draw their benefits. Many pension holders who come to us are quite bewildered with the range of choice and the complexity of the different arrangements they can make.

Star Financial Planning has many years of experience advising on and arranging the drawing of retirement benefits and we can help.

Factors to consider when drawing retirement benefits are

• When is the best time to draw benefits
• Tax-free cash requirements
• Income requirements
• Inflation
• The expenditure demands of old age
• Investment returns
• Guarantees
• Provision for dependant spouse
• Death benefits
• Attitude to risk
• Income Tax
• Inheritance Tax

For a free initial consultation and a free written report outlining your options, Conact Us or use the Enquiry Form.

Our incomes are like our shoes; if too small, they gall and pinch us; but if too large, they cause us to stumble and to trip. - John Locke