Planning for your future is something that takes time and consideration. At Kingsgate Law we have specially trained industry specialists who can take care of all your planning needs.
Regular Pension Contribution
Retirement’s a great opportunity to do all those things you’ve dreamt of. Preparing an appropriate financial plan will help to turn those dreams into a reality.
Single Premium Pension Contribution
We can work with you to decide how much to put aside, and recommend what investment opportunities are right for you. We can also advise what steps you should take to keep your pension plans up to date.
Pension Transfers
You may have existing pension plans in place, like a company pension or personal pension. Our Financial Planners can draw on a range of investment options from market leading providers, to create a retirement plan that’s tailor made for you.
Regular Savings or Single Investments
We can help you make the important decision of whether to opt for a regular savings plan or a lump sum investment, depending on your financial circumstances and objectives.
Inheritance Tax Planning
Inheritance Tax (IHT) is a major concern for many of our customers. Without proper tax planning people can end up leaving substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.
Annuity Income
At this stage it is essential you get the correct advice, age and health has a big part to play in the amount of income you can expect.
Pensions
Investments
Inheritance Tax Planning