Alpha Global Wealth can advise you on a wide range of pensions and other options to prepare for your retirement. Our solutions will enable you to protect your assets, enjoy your retirement and pass your wealth on to future generations.
Detailed review and strategy
It’s important to have a thorough understanding of your pension options so you can make adjustments such as getting earlier access to your pension pot; avoiding various taxes; or choosing to pass your pension on to beneficiaries tax-free. A careful review of your pensions and entitlement will also identify any legislation changes or tax issues that could impact on your overall retirement fund.
At Alpha Global Wealth, you will work with a dedicated Wealth Manager who will thoroughly assess your situation and work with you to build up the funds you will need to meet your lifestyle and family goals. They will help you to:
- Set goals for your retirement income
- Take control of your existing retirement savings
- Utilise generous tax allowances
- Develop a tailored investment strategy
- Maximise your retirement income
- Understand your options and if upgrading through consolidation is worth considering
Investment options include a UK self-invested personal pension (SIPP) which allows you to choose the investments that make up your pension. A SIPP also provides flexibility and tax efficiencies when you take your retirement benefits.
Another option is an annuity, which means permanently exchanging the capital value of your pension fund for regular income for life.
Expert support for expats
We find that many of our expat clients have complex pensions situations with pensions often scattered around the world. As you approach retirement you will want to get a handle on these pensions with the benefit of expert advice. We help our expat clients to understand exactly what their pensions are worth, how they are being invested and what if anything will be passed on to their loved ones.