Ultra Flexible Drawdown (QROPS)

Through our Financial Planning business we have arranged a large number of Phased retirement and Income drawdown plans as many clients prefer these more flexible arrangements and the better death benefits available.

Our clients still however find the requirement to buy an annuity and to be told how and when to take their pension fund an unnecessary intervention.

We are therefore pleased to have access to an arrangement that although it will not be suitable for all clients can offer:

• A tax-free lump sum of 25% of the fund.

• The ability to take whatever level of income you require i.e. from nothing to the entire fund.

• The ability to invest the fund tax efficiently.

• No need to purchase an annuity at any age.

• Tax efficient death benefits.

Please email us for details.

Contact Central Tax & Trustee Planning LLP for further information