An Executive Pension is a pension set up by employers for executives or key employees of the company. The pension is set up under a trust and typically the employer will act as the trustee.

With an Executive Pension, both employees and employers can make contributions. The ultimate value of your pension plan will depend on the contributions you and your employer have made over the years and the investment return the funds have achieved in your Executive Pension.

Not only does an Executive Pension provide you with a long-term plan for your retirement, it is also a tax efficient way for you to set aside money for when you retire. It is also a tax efficient way for your employer to provide you with employee benefits. We advise on how to transfer company wealth into private ownership via a pension fund.

In addition to employer contributions you may be able to contribute up to 40% of your income (depending on your age) into your Executive Pension and claim tax relief.

Call us today and we will talk to you about your expectations for retirement and your personal circumstances. In understanding what you hope to achieve, we can offer you helpful advice in deciding if an Executive Pension is a suitable plan for you.


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