Retirement Planning Services

There are three main phases in planning for retirement.  At Coutts, we will work with you through all phases of your retirement planning, reviewing your arrangements whenever your circumstances change, to ensure that you achieve the comfortable retirement you planned.

  1. Pre-retirement: ensuring you have sufficient funds for a comfortable retirement in the most tax efficient way. This also involves making your assets grow effectively and this could be by looking at where it is invested, especially if you hold older, smaller pension arrangements.
  2. At retirement planning: reviewing the options available to you and help you to plan the most appropriate and tax effective solutions to meet your objectives.
  3. Post retirement planning: helping you to plan whether to delay taking pension benefits and optimising the phasing of the benefits to meet your specific income requirements.

Are you prepared for the new pension changes?

HM Revenue and Customs (HMRC) has made some changes to the pension allowances which will take effect from 6 April 2014. Changes are being made to both the Annual Allowance and Lifetime Allowance.

Coutts clients

To find out more about how Coutts pensions service could help you, please contact your Private Banker.
 

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If you wish to become a client of Coutts, please complete this form or contact us on +44 (0)20 7753 1365.

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