Alan Bate – Bishop’s Stortford

Retirement Planning can be a complex matter, but Geoff Airey of Accumulate Wealth Management Group Ltd made the process much easier for me. He came up with a new product called a “Wrap Platform” which totally met my every need. It had flexibility, simple on line real time fund dealing capability, attractive charging structure, but most of all provided considerable benefits in the short term regarding Inheritance Tax benefits for my family should I die. It did this by giving me the flexibility to “Drawdown” and take Tax Free Cash on part of the pension, but still leave me the tax advantages of leaving a large proportion of the fund still intact inside it’s existing pension wrapper.