LIFE & PENSION SERVICES

LIFE & PENSION SERVICES

 

Rogers & Co Chartered Accountants Limited’s asset management services advises the client on long term tax efficient asset accumulation including life and serious illness protection.

accountant

The need for life and serious illness protection varies at different stages in one’s life.  If a client has a young family the need for life and serious illness protection is paramount.  We will help you to identify your goals and advise on the best and most cost efficient means of ensuring your family is properly protected.

The need to provide for an alternative source of income when a client reaches retirement is critical to the financial well being of all individuals.  The selling of a clients successful business might be part of a client’s pension planning strategy, but with rapid technological changes, today’s successful business might not be a viable business in ten or more year’s time.  The need for early pension planning is vital for the accumulation over time of a pension fund that will secure an income in retirement.

Rogers & Co Chartered Accountants Limited’s Life and Pension Services include:-

  • Retirement planning
  • Succession planning
  • Tax efficient pension planning
  • Life and serious illness cover advice

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