Retirement

Whether you have a company pension or , the probability is that you have a lump sum that you may choose to take in lieu of part of the .

You should review all of your policies with your Independent Financial Adviser in order to establish whether, for example, your has ceased. You should also review and agree a plan that maximises income and minimises tax liability.

You should now consider provision for , and an update to your .

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The Financial Services Authority does not regulate Will Writing.

Smailes Goldie Financial Management Limited is an appointed representative of Sterling Trust Professional Limited who are authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 228965