Retirement should be enjoyable, but you might have continued worries about your finances
Retirement for many people has changed and with the added flexibility around pensions, brings new challenges. Many people opt for flexible drawdown with their pensions or supplement their income from other investments. These need to be managed carefully to ensure you don’t run out of money and they are positioned as tax efficiently as possible.
We will work with you to ensure you can maintain the lifestyle you have in retirement and meet future costs such as long-term care.
We can also work with you to ensure your wealth is passed onto the next generation as tax-efficiently as possible, avoiding large inheritance tax bills.