Retirement Planning

With the help of RDHG Wealth Management you can feel confident in the knowledge that your retirement planning will be managed both professionally and prudently. With the support of some of the best providers in the Pensions market we can help you understand the required level of commitment needed to provide yourself with the standard of living you desire in your retirement.

Plan now for your future!

You might have already thought about how you are going to spend your retirement, but have you thought about how you're going to find it!

A Pension plan is one of the most effective ways of saving for the future, because:

  • IT LETS YOU BUILD UP A SUM OF MONEY THAT AIMS TO PROVIDE YOU WITH AN INCOME DURING YOUR RETIREMENT
  • IT'S TAX EFFICIENT - FOR EVERY £80 YOU CONTRIBUTE, THE GOVERNMENT PAYS £20. IF YOU ARE A HIGHER TAX RATE PAYER, YOU CAN ALSO CLAIM ADDITIONAL TAX RELIEF THROUGH YOUR YEARLY TAX RETURN
  • IT GIVES YOU THE OPTION OF TAKING A TAX-FREE CASH LUMP SUM WHEN YOU RETIRE
  • YOU WON'T BE CHARGED CAPITAL GAINS ON ANY INVESTMENT GROWTH ON YOUR PENSION FUND, AS YOU WOULD BE WITH SOME OTHER TYPES OF INVESTMENTS
  • IF YOU DIE BEFORE YOU RETIRE, IT CAN PROVIDE A PENSION OR LUMP SUM FOR YOUR DEPENDANTS

Retirement PlanningRealty Wealth management can offer you advice on all aspects of pension funding including:

  • PERSONAL PENSION PLANS
  • STAKEHOLDER PENSION PLAN
  • EXECUTIVE PENSION PLANS
  • PENSION TRANSFERS
  • ANNUITIES
  • PHASED RETIREMENT
  • ENHANCED ANNUITIES (IMPAIRED LIFE ANNUITIES)
  • SELF-INVESTED PENSION PLANS (SIPPS)

Why not call us today to discuss your future!

Now the answer should be “I’ll call my advisers Realty DHG because they helped me set up my protection plan”.

Need a Quote?| Contact us or Call us on: 029 2049 3300

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Please note that the FSA do not regulate secured loans or some forms of Buy to Let mortgages.

Realty DHG Ltd is an Appointed Representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorized and regulated by the Financial Services Authority. Intrinsic Financial Planning is entered on the FSA register under 440703 and Intrinsic Mortgage Planning is entered on the FSA register under 440718, (http://www.fsa.gov.uk/register/)

Registered Office: The Counting House, Celtic Gateway, Cardiff, CF11 0SN. Company No: 4910480

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