We are delighted to announce that we are now an appointed partner of the NAHT – the largest union for leaders in education.
Preparing for your future
Britain’s headteachers have steered our children’s learning through some particularly choppy waters over the last few years. Dealing with an unprecedented and ever-changing landscape of home schooling, social distancing, pupil absences and in-school testing, not to mention reams of Covid advice documents. If you’re a headteacher it would have been a miracle if you had a chance to eat lunch during this time, let alone think about your own financial future.
But, while you continue to develop the future of others, are you really prepared for yours?
Expert advice can really make a difference to how your own future, beyond the classroom, plays out. At David James Wealth, our experienced team can provide advice on all aspects of technical retirement planning, so that you can plan ahead for the future you’re dreaming of.
Let’s talk retirement!
Whether it’s a long way off or just around the corner, planning for your retirement is essential. After all, what you do now will impact the rest of your life.
Our team take the time to listen to your aspirations and then take a holistic view of your financial position, advising you on how best to organise your finances moving forward.
We know that annual tax charges can feel daunting, so we’re here to help you calculate any tax charges and necessary reporting requirements.
Perhaps you’re looking for advice on how your teachers’ pension fits in with your other existing savings, investments, and pensions?
Or you might have specific questions around your Annual Allowance (AA) or Lifetime Allowance (LTA) and whether your pension benefits exceed these? Our advisors can help you calculate the amount of LTA that your teachers’ pension will utilise and look at your annual contributions.
Talking through some of these queries with an expert can help you understand the options available to you. David James Wealth can help you plan with purpose for retirement and achieve your own ambitions.
It’s always easy to delay financial planning and you may even feel uncertain that it’s something you need. But as an independent, impartial, and appointed partner of the NAHT, we’re here to guide and advise you without obligation. We’ll listen carefully to understand your aspirations and help you with all aspects of tax planning for your retirement to help you achieve them.
