Passing on wealth
In retirement, you should enjoy spending the money you’ve made throughout your career, but you can also use it to benefit others. We can help you do this sensibly and successfully.
Leaving a valuable legacy
Imagine how good you’d feel knowing that your efforts in building wealth could help your loved ones or favourite organisations. With a proper financial plan, it’s possible, and our team of retirement experts can help make it a reality through simple, insightful advice.
Who do you plan to pass money to?
Having a firm idea about who you’d like to inherit your wealth will make things so much easier in the long run. Thinking now about loved ones, charities, or any others who should benefit from your money will leave you with one less thing to worry about.
How much do you want to pass on?
It’s useful to understand what portion of your wealth you’ll leave behind, and not just in the long term. With our help, you’ll produce a financial plan that will reveal how to divide up your funds and spend them properly on enjoying yourself today too.
Is your money working hard enough?
You’ve worked hard to build the wealth you have, but retirement doesn’t mean you need to stop trying to get the most from it. If your pensions or investments aren’t performing adequately, our experts can help you find a better solution.
Have you considered Inheritance Tax?
Many of our retired clients are shocked by how much their treasured wealth could be eroded by Inheritance Tax, but we can help. As later-life specialists, we’ve spent decades helping people avoid paying more than necessary and can do the same for you.
Are your finances suitably protected?
There are many little-known tax-efficient solutions that support those seeking to build generational wealth, and we can help you take advantage of them. From putting your funds in trust to making the most of allowances, we’ve got the expertise you need.
Do you have all your affairs in order?
No one relishes the thought of writing a will or Lasting Power of Attorney, but they’re invaluable if you want to ensure your wishes are followed. With the help of trusted third-party legal professionals, we’ll help you plan your estate the right way.
Here’s what else we can help with…
Planning retirement
Already retired
Long-term care
How we work
Sorting out your finances is complicated enough as it is, so when you work with us, you’ll follow a simple, straightforward five-step process.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
