Pension drawdown explained: Flexible retirement income and 2027 estate tax changes
With pensions being considered part of the estate from April 2027, spending the money has become more regularly given advice.
The areas we can help you with include:
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Your financial needs are unique and so is our advice. We’ll explore a full range of investment and planning options to build a strategy that works for you, whether that’s focused on one part of your finances or a complete long-term plan.
You’ll have your own dedicated financial adviser, someone who gets to know you, understands your priorities, and is there when you need them. Many of our clients have been with us for years, and even across generations. We take pride in delivering advice that’s clear, practical and jargon-free.
Tees is a Top-Tier Legal 500 firm with a multi-disciplinary team who can help you with all aspects related to you and your business. Our legal and financial teams work closely together to ensure a joined-up first rate service for all our clients to meet all your business protection planning and implementation needs.
Our wealth management advisers can help you at every stage, from starting to plan for retirement, reviewing your existing arrangements, looking to access your pension or releasing equity from your home. We can advise on protection for you and your family against accidents and illness and help you with sensitive issues around long-term care planning.
Our independent financial advisers work as part of a bigger Wealth Management team. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.
As a top tier Legal 500 firm, our financial advisers work closely with our lawyers to give a fully rounded service under one roof.
With pensions being considered part of the estate from April 2027, spending the money has become more regularly given advice.
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If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.
This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.
Tees is a trading name of Tees Financial Limited, authorized and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
