01896751007 retirement@lowlandfinancial.co.uk

Pre retirement client stories

Here are a couple of detailed examples of how we have made clients better off after taking our advice

Self Invested Pensions How builder Ken used his pension fund to provide the finance needed to build new premises and free up a valuable town centre development site.  Read more...

Early access to Tax Free Cash How Tom was able to stop the bank repossessing his home after his business got into difficulties in 2001 by withdrawing tax free cash early from his pension.  Read more...

Reassurance following major health problems: How Bill's pension effectively became Life Insurance after a life threatening illness was diagnosed and his pension fund was ring-frenced to reduce potential Inheritance Tax for future generations by £248,000.  Read more...

How Lowland Financial might be able to save you money on Life Insurance and