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Retirement

Carl Summers Financial Services can provide you with clear information on how pensions work. From how Pension can benefit your family to the tax benefits they can achieve. We can help you to be confident about decisions for your future.

There are so many choices from which benefits you’re entitled to, to determining the level of income you can achieve at retirement. Whether you are employed or self-employed, already have a pension or are considering starting a plan we can evaluate your needs and recommend a solution taking into account your future expectations.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

 

 

Carl Summers Financial Services can offer you an Advisor to help you make the best of our changing times. Meet the team
Ready to talk? Get in contact with one of our experienced advisors.
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