Income in Retirement

When you come to take your retirement benefits, there are two main routes you can follow:

In both cases, you are likely to be entitled to a tax free lump sum taken from your fund. This entitlement will be 25% of the fund, unless special arrangements have been built into your scheme to protect a higher figure.

Choosing a retirement income option is a big decision, and is often an irrevocable one. We strongly recommend that you get good independent advice before making up your mind. Contact us to arrange a free initial consultation to discuss your options.

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Our advisers are based in and around Norwich, Fakenham, Ipswich, Bury St Edmunds, Newmarket and Cambridge and are happy to travel further afield to assist their clients.

 
Almary Green Investments Ltd is authorised and regulated by the Financial Services Authority. Registration Number 212015
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