Caple Banks have done a fantastic job helping me minimise my tax liabilities with a new pension plan, benefitting both me and my company.
- Dr P. Murray - Director CatScI Ltd.
Introductions to professionals must be considered very carefully, my past experience with Caple Banks gives me the confidence to do this, as I know clients will be provided with an excellent personal service
- Mr R. Mills FMAAT ATT (Fellow) – Accountant
Kevin has been our IFA for many years, his advice and recommendations are exemplified by excellent returns over the last three difficult investment years.
- Mr A. Webb – Retired Pilot
The personal service we have received from Jody has been really efficient and we can rest more easily now knowing that we are well covered in the event of an untimely illness or accident.
- Mr D. Berry – Associate Structural Engineer
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
-Mr T. Gunner – Owner, T&T Filtration Ltd
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
- Mr D. Osborne – Retired Helicopter Engineer.
Retirement Planning
THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
There is an old Chinese proverb that states “The best time to plant a tree is twenty years ago; the second best time is now.” This proverb could have been written about pension saving.
There is no doubt that the sooner you start contributing towards your retirement the better your retirement will be. More than any other form of savings, pensions benefit from significant tax breaks which will help your savings to grow quicker.
Also See:
Personal Pensions Annuities Income Drawdown
Cost of Delay Defined Contribution
Phased Retirement New Rules about Pensions Compound Interest
tFinancial Advice... pure and simple
Caple Banks Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
