Spending it

Spending it

Financial Investment Advisors in Cardiff, South Wales, Gloucester, Bristol

You’re retiring in a few years. You want to use the hard earned assets that you have to give you a regular income so that you can do  all the things you what to do. You’re aware of the new pension regulations and want to make sure you make the most tax-efficient use of your assets.

Upcoming retirement: What’s important at this stage

  • De-risking any more adventurous investments to stabilise your retirement plan
  • Planning a phased income stream during retirement
  • Considering all options in terms of pension, property and other investments
  • Effecitive tax planning – including income tax, corporation tax, capital gains tax and inheritance tax

For more information on how we act on behalf of our clients, our payment structures and terms please read our Client Agreement and Value & Service Proposition.

Tax planning advice is not regulated by the Financial Conduct Authority.

Thank you for visiting the Clifton Nash website. Due to the COVID-19 restrictions we are currently working from home.

For South Wales based clients and new enquiries please contact John Davies via email jdavies@cliftonnash.co.uk or call 07970 070659

For Bristol based clients and new enquiries please contact Richard Wilcox via email rwilcox@cliftonnash.co.uk or call 07786 933765

For all administrative and general business enquiries please contact Samantha Durkan via email sdurkan@cliftonnash.co.uk or call 07896 991454

Thank you for your patience at this time, we will reply to your email or call as soon as possible.