Directors Pension

While you may be used to producing business plans to manage and develop your business, you may not apply the same discipline to creating a Directors Pension plan

You also may not have reviewed your own investments for some time, which means they might not be appropriate for your current circumstances or for your longer term pensions goals.

Pensions remain one of the most tax-efficient ways for business owners and company directors to save for retirement.

We have many years’ experience in advising owners and directors of businesses on your collection of investments, pension schemes and other policies which you have acquired or invested in over a period of time. All of our advisers are experienced in helping directors plan for their retirement and we can provide advice on the most effective ways to obtain tax relief in respect of pension contributions. We aim to simplify your financial affairs, where appropriate, and provide an overall view of your current and projected future financial position.

Privacy Statement

Gale and Phillipson Ltd and its subsidiaries Gale & Phillipson (Life & Pensions) Ltd and Gale & Phillipson (Financial Management) Ltd are authorised and regulated by the Financial Conduct Authority (FCA 431387, 142752 and 195080) and all trade under the name Gale and Phillipson. Registered in England and Wales, numbers 05409822, 03751076 and 02232959. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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