Does Your Pension Need Liberating?

Does Your Pension Need Liberating?

Many business owners find that their current pension provision is quite restrictive and want more flexibility. It may be possible to offer increased flexibility if you qualify as follows:-

  • Do you have a substantial pension fund in being?
  • More than, say, £100,000?
  • Do you wish you could invest in residential property and retain the tax breaks that the pension scheme gives you?
  • Do you want your family to benefit should you die?
  • Do you feel frustrated at the lack of flexibility in your existing pension scheme?

The good news is that you may be eligible to liberate your pension from HMRC Rules without the need to resort to tactics that you hope the Revenue will not discover.
If you wish to ensure that your fund remains free of Inheritance Tax even after benefits have been taken and you are frustrated by the rigidity of your current pension scheme, then you should contact us for a no obligation discussion to discover if you are one of many who can achieve these objectives and  free your pension scheme from UK HMRC Rules whilst maintaining its tax favoured status. Even if you are not for some reason eligible for total freedom, much can probably still be done to help you enjoy your pension more.

Leave a Comment