Successive governments  have  almost habitually changed and tinkered with pension legislation, and the consequence of this is that pensions have become very complex and far removed from the 2006 “A Day” pledge to simplify this area of financial planning.

However for most clients we CAN simplify pension arrangements and help to maximise the use of all available reliefs, as pension investments and contributions are given their own unique tax treatment.  Our experienced advisory team will  ensure that the a robust strategy is  implemented and  that the optimum retirement fund is produced in the most tax efficient manner. Once accumulated and the time for drawing benefits has arrived, we will advise on how the benefits can be maximised effectively in order to meet the client’s income requirements.

AV Trinity host an annual Pensions Conference that last year was attended by around 50 legal and accountancy professionals from Kent and Sussex.

The Directors at AV Trinity have regularly been asked to contribute to live discussions on Public and Private Pensions. Most recently, AV Trinity has featured on Radio Kent, BBC Radio 5 Live and BBC TV News in the wake of Lord Hutton’s report and the Government’s proposal to create a flat rate State Pension.

To contact the Private Client Retirement team – click here