Exclusively For Clients
September 2018- Edition 3
An Introduction from Nigel Reeves:
Welcome to our September newsletter.
Making dreams come true
Early retirement may seem like a dream, but not for our client Jim. He had an ambition to buy a camper van when he retired at 65 to enjoy himself touring on holidays with his wife. With the help of Reeves, Jim's retirement dream is now a reality as he has been able to retire age 56.
Read more to see how Reeves helped Jim turn his dreams into a reality.
Where there's a will, there's a way
Retirement and pension planning aren't just a matter of finance and saving, you must be clear on what you want to do with your retirement and take all factors into account. Recently, we had a couple who came to us who had been retired for some time and had just received a substantial inheritance.
Read here what advice we gave.
Phased Drawdown- Your flexible friend
Phased drawdown is a valuable tool which can give you tax efficient flexibility in the way you use your pension pots in retirement. However, while it's not highly complicated, the rules still need some explanation.
Read how phased drawdown helped one of our clients minimise his tax liability.
We want to know what you think! Help us improve!
We would appreciate it if you could complete our client feedback survey. Any feedback is greatly appreciated and allows us to improve the service we provide to you. We gain clients through several means, but one of the most important for us is word of mouth or client referrals. So, before you begin the survey I would like to point out the 'refer a friend' perk which could save you a good amount of money over the period you are a Reeves client. Click here to start the survey.
Reeves – The Pension Specialists is a trading style of Reeves Independent Financial Advisers, which is Authorised and Regulated by the Financial Conduct Authority under reference 400918. The information provided on this newsletter does not constitute a personal recommendation for any product or service. Pensions are a long term commitment. You may not be able to access you pension funds until the age of 55. Investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could have an impact on your pension. Reeves do not advise on Defined Benefit pension schemes. Reeves do introduce a third party specialists in areas of work we do not cover.