However near or far, your retirement is a time to look forward to. Financial security and peace of mind will go a long way to assuring this and Questa Financial Services can help you to put certain plans in place so that you can enjoy your retirement without having to worry about your finances.

Retirement planning consists of two main areas:  pensions and Inheritance Tax planning

When it comes to pensions, you need to consider the most suitable type of pension for you:  there is a vast array of pension types and we can advise you and source the ideal pension for your circumstances.  You also need to consider your plans for retirement and how much money you will need to pay into it over the coming years in order to provide yourself with the desired standard of living when you retire.

We will also advise you on how the likes of inflation and income tax / capital gains tax implications may affect your pension in the future, and, in keeping with our philosophy of ongoing client management, we will undertake annual pension reviews to ensure that your pension always remains suited to your needs. 

Click on the links below to find out more...
Stakeholder Pensions          
SSAS’s                     
SIPP’s                      
Annuities     
Income Draw-Down Pensions          
Pension Term Assurance                 
Inheritance Tax Planning 

To download a copy of our brochure or request a copy through the post, click here.

For further details, call Questa Financial Services on 01253 83 00 50 for a chat or to make an appointment.  Alternatively, click here to complete an enquiry form and we’ll be in touch as soon as possible.