Post Retirement

Making the most of retirement

Once you’ve retired it’s important to monitor and manage pension income, savings and investments to ensure they continue to deliver income and returns appropriate to your needs and goals.

Many of our retired clients rely on our guidance and support to ensure they continue to live the life they want, making the right decisions about money along the way.

Considering future generations

We’ll help with estate and inheritance tax planning, ensuring you pass on your wealth to future generations or charities rather than the tax man.

Working with your other professional advisers, we can help you plan to ensure that your assets are passed on to future generations as tax efficiently and as smoothly as possible.

Note that the FCA does not regulate Estate and Inheritance Tax Planning