Already Retired
It’s easy to lose track of where you want to be, but we’re here to put you back on the right path.
Replace confusion with clarity
You’ve been retired for a number of years, and you’re enjoying the freedom it brings. However, the narrative is now changing to focus on loved ones rather than on yourself. You want them to enjoy your wealth and create a legacy that will benefit them while you’re still here and when you’re not.
You might be worried about how much you can afford to help your family without affecting your lifestyle and what you’ve become accustomed to during retirement.
Here’s how we’ll help you
We’ll navigate the complicated nature of Inheritance Tax, gifting and estate planning so that you can make an informed decision. By listening to you, our adviser will discover what you’d like to happen with your money and will help you make it happen with a tax-efficient strategy.
Our experienced adviser understands that it’s not always easy to think about life after death, so we tackle the matter with compassion and kindness.
The Financial Conduct Authority does not regulate Inheritance Tax Planning or Estate Planning.