We will help you forecast your anticipated income requirements and put a flexible plan in place to achieve this. We will ensure that both the accumulation of assets and the benefits when taken are received tax- efficiently.
We offer comprehensive, solution-orientated onshore and offshore pension advice for UK and non-UK residents as well as individuals who are about to or intend leave the UK. We utilise a number of proprietary pension schemes established under the laws of the UK, Guernsey, Malta and Gibraltar to meet these needs. We also offer advice in respect of other, non-proprietary, schemes where trustee and/or administration services are required.
We will look at all these factors and additional areas such as inheritance tax planning to implement a retirement plan for you. Some of the following are used in our retirement planning solutions
The value of your investment can go down as well as up and you may not get back the full amount invested.
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.
Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.
The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.
Consilio Consulting offers advice to clients on a wide range of financial services including the following:
At Consilio Consulting, we provide comprehensive tax-efficient financial planning services for High Net Worth private and Corporate clients. We will work with you to understand your current position and financial goals. We will then build a bespoke solution utilising our expertise in a number of core areas.
Read MoreOur work at Consilio Consulting brings us into contact with companies of all sizes across the UK. How you structure your financial affairs can have a significant impact on the amount of tax you pay, both within your company and personally.
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