Pension & Retirement Advice
We have many years of experience in advising medical, dental and NHS professionals on retirement planning.
![Pension & Retirement Advice](https://www.medicaldental.co.uk/media/page/medical-and-dental-pension-reviews.png)
We work with you to plan when you wish to retire and to ensure sufficient funding for your chosen lifestyle. This includes:
- Establish your target income, capital requirements, and date for retirement.
- Identify the adequacy of current pension provision, including NHS pension, private pensions, and any spouse’s pension arrangements.
- Advise on any implications of the lifetime allowance and the annual allowance.
- Review all of your current pension arrangements
- Present our recommendations and financial modelling at our meeting to show your current situation and future scenarios, ensuring you never run out of money.
- Provide a detailed report on how to achieve your retirement plans, including advice on tax planning, inheritance tax if required.