Retirement planning

It is not enough just to save for your retirement. You need to plan for it as well. Having worked all your life, there are a number of important issues you need to consider if you want to enjoy absolute peace of mind during your hard earned retirement.

If you don’t make a Will your property and other assets may not be passed on as you wish. Have you considered who would manage your affairs if you became mentally incapable of handling your finances personally? Tax law is forever changing. Your plans need to be up to date to minimise the amount of tax eventually payable on your estate.

Our Private Client Department has vast experience of helping clients sort out the often complex questions you may face regarding your property, assets and financial affairs. We can provide you with the specialist advice and practical help you need to put suitable arrangements in place. We can advise you on:

Key contacts in retirement planning