Post Retirement Plan
Let Us Lend You a Helping Hand
Struggling to figure out a post retirement plan? Don’t worry you are not alone. We will strive to help you so that you can enjoy the rest and relaxation you worked so hard for.
We’re With You Every Step of The Way
Quality advice for those who are unsure how to make thier money work for them.
Everything You Need In One
Someone’s pension, savings and investments might be set up to see them nicely through to the age of 107. Alternatively, the money might start running out at 75. One of those scenarios indicates the client has plenty to play with and can comfortably draw more, the other restructuring of their finances.
Depending on what a client may have in different pension schemes or elsewhere, we will do some projections to see how long that money may last and help plan accordingly.
There may be a time a client wants to take out a lump sum and we will help assess what that means longer-term to their investments. Can they afford it right now? Should they revise the amount they want? What are the tax implications?
We generally have these discussions over the phone and then confirm in writing. We’re always here to listen to our clients and discuss all the options around a pension or investment.
We can also offer advice on how to offset inheritance tax issues.
Please remember, investments may fall as well as rise. You may not get back what you put in.
Investment consulting
Financial Advice
Pensions
Lump sum Investments
Post Retirement Advice
Retirement will be here faster than you think
Many people approach retirement with little or no idea how much money they will need or the best way to take an income. We will help you lay out a plan that will secure your future.