At retirement

“Retirement is like a long vacation to Las Vegas. The goal is to enjoy it to the fullest, but not so fully that you run out of money”

Jonathan Clements

You might still be lacking a little confidence when it comes to your plans for life beyond work.

You might be concerned about running out of money. You might be questioning whether or not you are making the best possible decisions when it comes to structuring your retirement income. You might be concerned about tax, both now and in the future. You’d probably like to know you’re doing the right thing.

If you’re ready to think about retirement as a near-future prospect, we can eradicate any uncertainty surrounding the future. Retirement is an exciting new chapter in your life. With our help, you can feel confident in your financial position and truly make the most of it.

Here’s what we do:

  • We’ll show you what is and isn’t possible. If you want to retire early, we’ll show you whether that’s feasible. If you want to ease your way into retirement, we’ll show you how to use pension freedoms to mould existing pensions into an income.
  • We use lifetime cashflow planning software to model different scenarios, for example taking more holidays, capital expenditure or the cost of long-term care
  • We’ll create a robust financial plan to give you the confidence you need as you enter retirement
  • We’ll deal with your pension providers, completing all of the administrative work so that you don’t have to
  • We’ll make sure everything is managed in the most tax-efficient way and address long-term tax planning issues such as Inheritance Tax planning
  • We work with you on an ongoing basis to make sure your money is being managed as efficiently as possible, keeping you on track to achieve all you want to in the next stage of your life

Want to know more?

If you’re thinking about retirement and want to know more about how we can help, our Financial Planner Simon is just a call or an email away.

Get in touch on 01962 458 121 or email Alternatively, get in touch via our call back form here.

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