Executive Pension

Setup an executive pension plan

Executive pension

An Executive pension plan is designed as a tax efficient long term investment plan, suitable for directors of limited companies, senior executives and employees, who wish to invest more tax-efficiently towards their future & their retirement. Directors who invest into a pension plan have access to generous Government incentives that are not available with other savings or investment plans. Pensions are one of the most efficient methods to use when investing your additional income over the longer term. This plan is designed for directors of limited companies, senior executives and other high-value employees in non-pensionable employment who;

  • Wish to invest a % of the companies profits into a tax-efficient retirement plan

  • Wish to build & manage their personal and company’s wealth in a more tax efficient manner

  • Wish to build a pension fund sufficient to maintain their standard of living in retirement

  • Want to invest in a range of equity, property based funds &/or secure funds