Retirement Planning

Most of our work is in advising clients on pre and post-retirement planning.

We find out our clients goals and aspirations for their retirement and put together a plan with them to help them meet both their financial and lifestyle goals.  A very useful aspect of this planning is to put together a lifetime cashflow forecast which helps them to budget for their retirement in a methodical and informed manner.  It  helps them to manage both their income and their capital assets for the rest of their lives.

We offer an annual review service as well to ensure they remain on track throughout their retirement.

Our advice covers a wide range of issues such as the following:

• Income needs
• Preservation of capital
• Estate planning to mitigate Inheritance Tax and safeguard their assets e.g. through the use of trusts
• Investment management
• Lifetime cashflow forecasts

Click here to Contact Us for more information or queries.