If you have already retired, our aim is to ensure you continue enjoying your lifestyle and that the money you have now continues to support you in the future.
As your retirement progresses, there will be new challenges to consider.
You may want to start planning for your long term care, to ensure that you have as many choices available to you as you approach old age as possible.
You may want to make sure that the wealth you’ve built up over the years will be passed onto your loved ones, without compromising your lifestyle.
We will explore all the options with you, so that you can make informed decisions to enjoy your retirement and also plan for the future.
For more information on how we can advise and support you, please click on the links below.
We’ll help you maximise tax efficiency by making use of available tax reliefs, allowances, tax wrappers and investment products.
We can help you choose how you want to be cared for in later life and identify how you can meet those future care costs.
We’ll help you decide whether equity release is a suitable option and if so, which provider best meets your requirements.