0207 920 7520
0207 920 7520
Directors may prefer to establish a separate pension plan from that of their employees. The reasons for this are that the term of their employment may be a fixed number of years, their tax position may be more complicated than other employees, or they may prefer to set up a form of self administered scheme more suitable to their circumstances.
Directors and partners may also wish to leverage their company pension scheme at some stage to raise funding for the business. This may be a more tax and cost efficient way of funding the acquisition of commercial property.
In these circumstances sound pension advice will be valuable.
A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE OCCUPATIONAL PENSION SCHEMES AND MOST FORMS OF COMMERCIAL MORTGAGES.
CONTACT US
Forum Wealth Management
46 Aldgate High Street
4th floor
Aldgate
City of London
EC3N1AL
T: 0207 920 7520
F: 0207 920 7521
Email Us
Forum Wealth Management Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Sense Network Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 465124.
Registered Office: 46 Aldgate High Street, City of London, EC3N 1AL. Registered Number 4812359. Directors J. St. G. Downe, I. P. Wilson.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses arent able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.
© Copyright 2024 - WEBPRO Adviser - All Rights Reserved