West Financial Management


Tax-Efficient Lifetime Income Plan

Maximum income, minimum tax. This is what we aim to achieve for our lifetime income plan clients. It’s a service we are very proud of, helping people to make use of all of the investment and financial planning tools that are available to them.

When we embark on this kind of plan, we take the following into account:

  • Does the client have any existing investments and savings that can be used within the plan?

  • Is the current charging structure reasonable?

  • Does the plan have a good choice of funds available?

  • Do the funds match the client’s current attitude to risk?

  • Does the client want to simplify their plans and savings accounts?

When we consider all of these elements, a plan may start to form that matches the client’s objectives. What’s more, it will be designed to suit their personal attitude to financial planning.

So if you have plans in place that need tidying, are looking at saving for your future income or just want to explore the possibilities of working with West Financial Management Ltd, get in touch today.

We will be more than happy to talk to you about what we aim to achieve together.

Our services include providing advice on:

  • Pensions – Personal, Group & Executive (SIPP, SSAS)

  • Individual Savings Account (ISA)

  • Maximum Income Plan (MIP)

  • Personal Equity Plan (PEP)

  • Investment Bond

  • Open Ended Investment Contract (OEIC)

  • Unit Trust (UT)

  • Investment Trust

  • Exchange Traded Funds (ETFs)

Contact us about Tax-Efficient Lifetime Income plans