Guidance. Reassurance. Inspiration.
After years of hard work it’s finally time to take a load off, sit back, relax and enjoy your retirement. With a bit of good planning in the run up you should now be able to make the most of your new-found freedom, by spending more time on your hobbies, with your grandchildren or traveling the world.
Life after work
If you’re just about to retire you’ll be facing some potentially complicated financial decisions. We’ll give you plain English explanations, so you can choose confidently.
There can be a lot to consider…
- We’ll help you jump through the big pension hoops, like purchasing an annuity and taking lump sums out of your pension pot.
- We’ll also ensure your investments are working as hard as they possibly can so that they’ll see you comfortably through the rest of your life. A review of your savings can be really helpful here to make sure you’re minimising tax and maximising interest.
- If you’re considering downsizing or looking into releasing equity from your current property we can provide reliable advice in an area which can be a real minefield.
And then, once we’ve looked at supporting your aspirations for retirement, we can also think about the kind of financial legacy you might want to leave your children or grandchildren. We’ll run you through all of your options around trust planning, to business property reliefs, making sound suggestions based on your goals and situation.
Feeling a little overwhelmed? Don’t be. Our Primary Service plan gives you ongoing support every month, so we can help you tackle all of this in nice easy steps. You’ll have plenty of time to kick back and relax, so go on, you’ve earned it.