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Institute of Certified Bookkeepers Crest

Retirement Checks

Retirement Check - £99

Our retirement service provides you with a valuable statement of estimated liability to tax enabling you to better plan your retirement finances.  Liability assessment is calculated from the following:

 All private pensions, annuities and state pension

 Investment Income

 Continuing employment / self- employment e.g. part time

 Property Income

 Any other sources of income

In reviewing your liability to tax we will ensure that you benefit from claiming all available allowances, including any age related allowances; thus ensuring you only pay the tax that is actually due.  

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We will also check and ensure the correctness of any tax codes that are to be operated against your retirement income.  In most cases this service can be provided by one flat fee.