Retirement And Pensions with Paul Wren

Call 01444251893

Retirement And Pensions

The generous tax reliefs allocated within pension arrangements means that they play an important role in tax planning. Personal contributions to a pension currently qualify for Income Tax relief at the individual’s highest marginal rate and can also indirectly provide other tax advantages.

For example, using the Tapered Annual Allowance, carrying forward unused reliefs and optimising Lifetime Allowance protection opportunities.

A brief guide to help achieve your retirement goals

  • You can pay in a regular amount or make a one-off lump sum payment.

  • Other people can also make a contribution on your behalf – employers, partners or other family members can help you save for your retirement.

  • You can pay into a pension for someone else, for example your children (age restrictions apply).

  • It is flexible – you can change the amount you pay in, and also pay lump sums if you wish.

  • If you die before you retire, the value of your plan could be paid as a cash lump sum to your beneficiaries.

  • The amount of tax relief you’ll receive depends on your individual circumstances.

To have an initial conversation with Paul,
please call 01444251893

Paul Wren – Senior Adviser

Paul Wren started his career in financial services as a qualified Mortgage Adviser, working for large estate agent groups until he moved into financial planning in 2008.

He worked for large banks including HSBC and Barclays, until being asked to join Wellesley in 2015. Now, as an Adviser, Paul specialises in inheritance tax planning and retirement planning.

Out of Hours: Paul lives in Reigate with his wife, Helen, and his two children, Faith and Eddie. He really enjoys spending time with his family and has a love of technology.

Watch this short video to find out more about Paul Wren or get in touch by calling 01444251893

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Wellesley Wealth Advisory & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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