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Retirement Planning

Saving for retirement has never been more important: the costs of retirement are growing whilst the government provides ever fewer resources to support people in their old age. And yet the majority of us are not saving sufficient sums for our retirement.

2006 sees the introduction of the most radical changes to pension's legislation for a generation, good news includes greater flexibility in both contributing to and receiving benefits from pensions, whilst the bad news is there are new limits on how much can be contributed for certain types of contributions.

Joe Walsh & Associates Group have the knowledge and expertise to enable you to achieve your retirement objectives, but can also assist you in structuring your savings to ensure their tax efficiency and transparency. Many investors have, over a period of years, accrued a portfolio of pensions that are diverse in their arrangement and investment. This brings great difficulties when valuing the funds, and calculating the potential tax and the potential benefits. By bringing the parts together, Joe Walsh & Associates Group can provide not only a more efficient means of investing pension funds but also a method of quickly accessing the values.

Ted and Carol's retirement party