Retirement Planning

One of our main areas of expertise is tax-effective funding for retirement.

We advise on all areas of retirement planning from demonstrating how much of a pension fund a client will need in retirement to recommending the appropriate retirement vehicles suitable to a client’s circumstances.

At DLS Capital Management Ltd., we have extensive experience in advising client’s on retirement. Some of the most important issues for a client to consider are:

  • Income Planning for your retirement
  • Protecting the underlying value of your pension fund throughout retirement
  • Advice on the most tax effective drawn down of your pension vehicles
  • Taking transfers from Defined benefit Pension Schemes