Are you saving enough for your retirement?
Pensions are important at any stage in life. PK Group’s advisers can provide an initial free consultation to help you secure the retirement you deserve.
We’ll help you prepare your ﬁnances and make you feel secure for your future.
We seek to provide holistic solutions
PK Group offer a personalised service, using an integrated model where our advisors work with tax planners, mortgage advisers and investment specialists, to provide you with a complete ﬁnancial planning service.
During your free initial consultation, our experts will assess your individual position, advising on saving strategies so you meet your retirement goals.
Simply fill out your details below and we’ll get back to you to arrange your free consultation.
We provide a friendly, bespoke service, that puts your needs ﬁrst.
An overview to our process
PK Group use sophisticated cash ﬂow modelling and analysis as part of the ﬁnancial planning process. This process helps to build a picture of your current and future requirements and is especially beneﬁcial for long-term ﬁnancial planning, such as setting retirement goals.
The auto enrolment pension scheme?
PK Group’s payroll team can leverage the knowledge and expertise of our tax specialists and financial advisers to manage your taxation and auto-enrolment queries.
How best to reduce inheritance tax?
There are multiple factors to consider in quantifying your IHT liability and a number of strategies to explore in reducing/mitigating this liability. Lifetime gifts ad trusts are just two examples.
Trust and estate planning advice?
You may want to establish a trust if you need to support someone who is unable to manage their money independently, or to ensure your own money is used to look after you in later life. If you run a family business and are thinking about succession planning, using a trust may be a good way to reduce tax to be paid on inheritance.