Moneytree Wealth Management

Searching for retirement advice

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If you're looking for retirement advice then you’re now starting to think about retirement seriously and working less, if at all. Maybe you’d like to do some voluntary work or take a part-time job. Outside of work, you don’t want to slow down though, and want to travel and stay active. You might like advice on possibly taking a tax free lump sum and want to see what if any the effect this would have on your longer term plans.

Searching for retirement / pension advice on pension tax relief, Tax free cash, income tax on pension withdrawals and lifetime allowance tax charges.

The value of investments can fall as well as rise. You might get back less than you invested.

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Retirement advice

You’ve earned your retirement so make sure you enjoy it.  If you’re not quite ready to give up the 9-5 completely, you could release some of your pension savings to reduce your work hours, take a trip of a lifetime or clear some debt.

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Saving & Investment advice

Looking for savings and investment advice?

Perhaps you’ve got your pension lump sum or the proceeds from downsizing your property and need to invest the money for growth or income for your later retirement when you might not have as much spare cash as you do now. These products might help.

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Talk to an expert

Send a message to one of our experts at Moneytree Wealth Management and we’ll get back to you as soon as possible to help. 

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Mark Fletcher

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