Tait Walker’s North East pensions clinics


Tait Walker hosting pensions clinics at Gosforth & Teesside offices.

NORTH EAST accountancy firm Tait Walker is hosting free drop-in days to help the public understand how the radical pension changes announced last year will affect them, their savings, and their families in 2015.

The region’s largest independent accountancy practice will be holding the sessions, which are open to all ages, at their Newcastle offices in Gosforth and Stockton office on Thursday 12th February.

The Chancellor introduced new legislation last autumn which aims to give the public more freedom and choice when using their pensions but the new rules will affect individuals in different ways – depending on their personal circumstances – which is why Tait Walker urge those unsure of what their options are to come along for some free guidance.

Tait Walker decided to hold free drop-in clinics following the popularity of pension seminars the company held in November 2014.

Tait Walker’s Partner Mark Parkinson said: “It is critical the North East people understand the options and benefits open to them following the Government’s innovative pension changes, to dispel myths and put minds at ease.

“With careful planning, it will be much easier to access invested funds at retirement and we hope to emphasise how these positive changes in legislation will affect people, whatever their situation.

“The question and answer sessions following the seminars in November were very popular because many people have unique circumstances and need help understanding what certain changes mean for them – as an individual, couple or family – which is why we’re hosting drop-in sessions.

“I urge those who haven’t thought about how the new legislation will affect them to come along for some informal pointers and practical guidance, these changes are an opportunity for you to decide how to get the most out of your pension pot.”

Tait Walker’s specialist advisors will help attendees to understand the changes based on their individual circumstances, whether they’re planning to retire, already retired, or just starting to plan their pension.

The new rules will influence pension planning, tax on pension drawings and will also have an impact on the way assets are shared between relatives.

To register, please email sam.nichol@taitwalker.co.uk or call 0191 285 0321.

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