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Increase Retirement IncomeIn providing fee based advice, as opposed to "selling you a product" Trinity Wealth Management are able to add value in other departments.
These include the following:
- As part of the pension planning process, planning for as little tax to be paid when the benefits are being taken through utilising partners income tax personal allowance. (It is a source of great frustration to see one spouse pay higher rate tax on his pension income whilst the other is not fully utilising their personal allowance and basic rate tax band)
- Maximise growth potential of your pension fund. Our full investment advice service applies to pension planning. Many Trinity Wealth Management clients have substantial sized pension funds managed by us. (For full details of our Investment services, please go to Investments)
- Planning the distribution of your income in a tax efficient way, so that you do not fall unnecessarily into such pitfalls as the age allowance trap.
If you would like our advice on how to increase your pension income then please click 'Contact Us' below and complete the response form?
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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