Wealth management/pensions

Hodge Bakshi can help ensure that your wealth is managed as tax-efficiently as possible.

We can advise on:

• Extracting profit from your business
• Remuneration strategies
• Tax-efficient savings and investments
• Succession planning.

We can also advise you on a range of issues relating to pensions and pension schemes. We can help you:

• Decide upon which type of employer pension scheme is suitable for you – a defined benefit scheme or a defined contribution scheme
• Determine whether you could benefit from investment in a personal pension scheme
• In the event that a personal pension policy is suitable, we can assess whether premiums may be payable net of basic rate tax relief
• Assess whether your retirement finances could be boosted through your home, either through downsizing or equity release.

Please contact us to discover how we can help you.