Pensions & Capital

Pensions & raising capital

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.

PENSION ENQUIRY FORM

TitleMrMrsMissMs

Best time to call - Please SelectMorningAfternoonEvening

Your Address

Planning and Retirement

Contribution frequencyMonthlyAnnually

Employment

StatusEmployedSelf EmployedNot Employed

Existing Pension

Do you currently have a pension provision

Yes

No

Are you a member of your employers pension scheme?

Yes

No

What is your attitude to riskLowLow to MediumMediumMedium to HighHigh

Marketing Information

How did you hear about usSearch EngineExisting ClientFrom FriendSaw AdvertisementOther

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