Aspect Private Clients; Key Services

 Our Key Services include; 

• Wealth management

• Investment portfolio planning and review

• Pension planning for individuals and companies

• Post-retirement pensions incl. phased retirement and annuity deferral

• Self-Invested pensions incl. share and property purchase using pension funds

• Pension transfers

• Inheritance tax and succession planning

• Risk management including life cover, critical illness and income protection

• Financial planning using trusts

Specialist Pensions 

All private clients advisers at Aspect are registered with the FSA as pension transfer specialists which means we routinely deal with the more complex areas of pensions;

• Options at retirement
• Pension transfers and consolidation
• Self invested pension plans
• Small Self Administered Schemes
• Lifetime allowance
• Drawdown (annuity deferral)
• Pensions and Divorce
• Defined benefit dispute and resolution