In retirement
Allowing you to live for today
Finally, the time has arrived for you to enjoy your life without thinking about your career. As enjoyable as it is, retirement still brings its concerns, especially regarding money and passing down wealth.
For the first time, your finances have taken a U-turn, and it is now all about learning to spend your money rather than saving it.
How we can help...
Financial concerns should not stand in your way during this exciting chapter. Here are some of tools we can use to mitigate these concerns:
Cashflow modelling
We never stop thinking ahead. Even when you are in retirement, it is crucial to look at where you might be heading.
By mapping out your finances, we can identify any shortfalls and give you an insight into how life events might have an impact.
Cashflow modelling
We never stop thinking ahead. Even when you are in retirement, it is crucial to look at where you might be heading.
By mapping out your finances, we can identify any shortfalls and give you an insight into how life events might have an impact.
Estate planning
Leave more to those you love the most with careful estate planning.
How you do this is unique to you, but we will devise a strategy to make sure it happens and reduce your Inheritance Tax liabilities, all while maintaining your retirement lifestyle.
Estate planning
Leave more to those you love the most with careful estate planning.
How you do this is unique to you, but we will devise a strategy to make sure it happens and reduce your Inheritance Tax liabilities, all while maintaining your retirement lifestyle.
Lifetime mortgages
There are still ways to bring in an income even during retirement, and if you own your home, then you have got another avenue to explore.
Specialists in this field, we can look at ways to release tax-free cash without the need to move home.
Lifetime mortgages
There are still ways to bring in an income even during retirement, and if you own your home, then you have got another avenue to explore.
Specialists in this field, we can look at ways to release tax-free cash without the need to move home.
Later-life planning
Whatever life has in store for you in your later years, be assured that we will be with you every step of the way.
From life cover to death benefit nominations, we will provide trustworthy advice and help protect your family financially.
Later-life planning
Whatever life has in store for you in your later years, be assured that we will be with you every step of the way.
From life cover to death benefit nominations, we will provide trustworthy advice and help protect your family financially.
