We work with both partners and law firm employees to help encourage savings and retirement planning.

As it is quite common for lawyers to move firms several times in their careers, you might have accumulated various pension pots along the way and have no clear plan of how these, along with current contributions, will support your retirement plans.

We can help by analysing your existing pensions and, if necessary, consolidating these. We will then implement a suitable investment strategy. We will also provide you with a cashflow forecast, so that you can see if your current level of contributions will give you the retirement that you want and, if not, discuss with you how things can be improved.

There are valuable tax planning opportunities available when contributing to a pension, which could reduce your tax bill considerably. We will explore all these opportunities with you.

For lawyers already approaching retirement, we can advise on the options available to provide you with an income from your existing provision in a way that suits your requirements and maximises tax-efficiency.