Beaufort Financial Forth Valley is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
Rising pension ages and life expectancy means retirement now happens later in life and is longer than ever before. Taking financial advice is important when planning your retirement and pension pots; what you are accruing through your working life will need to support your lifestyle in retirement.
Whatever your aspirations, Beaufort Financial will help you make the most of your pension and other investments so you can enjoy the retirement you deserve.
Retirement planning is complicated and has been made even more so by constant changes to the rules. We make it our business to stay up to date with the latest tax rules so that you can take full advantage of the available tax breaks.
We offer a free no-obligation initial consultation to discuss your financial needs.
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Retirement planning
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Client tax guides
Saving for retirement
Retirement is something most of us look forward to – particularly on a Monday morning. However, those thoughts are often little more than a whimsical cocktail of not having to work and prolonged holidays. The reality could be rather different.
Pensions tax planning for high earners
If you are a high earner and feel you are paying more and more tax, you are not alone. More than one in seven income taxpayers are taxed at the higher or additional rate and they pay about two thirds of all income tax.
Taking income at retirement
There comes a time when you stop working for your money and put your money to work for you. For most people, that is retirement.