Retirement Planning
There’s no fixed route to retirement. We’ll make sure the retirement plans you make today are good enough for the future that you want.
Our Services
Equity release lets homeowners aged 55 and over release tax-free cash from the value of their home. The amount you can release is based on your age and how much your home is worth.
We can help you with:
- Understanding the equity release process
- Key benefits and considerations for equity release
- Lifetime mortgages
- Home reversion plans
- Interest roll up products
- Interest only/retirement interest only (RIO) products
- Hybrid equity release
- Drawdown
- Inheritance protection
Many people have multiple pension pots. Deciding whether to combine these can be a complex decision.
It usually depends on your individual circumstances and the schemes in question. We can help you make the choices that are right for you.
It's likely that you will need to think beyond your state pension. If you are interested in understanding how you might shape a better retirement then we can help.
- Starting a new pension scheme
- Consolidating existing pensions
- Topping up a workplace scheme
- Tax efficient savings for the short, medium and long term
Once we have put a pension plan in place we will track and manage it on your behalf.
We provide:
- Ongoing financial and valuation updates
- Reporting against any goals you have set
- Regular meetings, with frequency and location tailored to your preferences
- Regular reassessment of your portfolio according to any change in your needs and circumstances
- Retirement option planning drawdown strategy with link in to inheritance tax planning, if applicable to your personal circumstances
Equity release lets homeowners aged 55 and over release tax-free cash from the value of their home. The amount you can release is based on your age and how much your home is worth.
We can help you with:
- Understanding the equity release process
- Key benefits and considerations for equity release
- Lifetime mortgages
- Home reversion plans
- Interest roll up products
- Interest only/retirement interest only (RIO) products
- Hybrid equity release
- Drawdown
- Inheritance protection
Many people have multiple pension pots. Deciding whether to combine these can be a complex decision.
It usually depends on your individual circumstances and the schemes in question. We can help you make the choices that are right for you.
It's likely that you will need to think beyond your state pension. If you are interested in understanding how you might shape a better retirement then we can help.
- Starting a new pension scheme
- Consolidating existing pensions
- Topping up a workplace scheme
- Tax efficient savings for the short, medium and long term
Once we have put a pension plan in place we will track and manage it on your behalf.
We provide:
- Ongoing financial and valuation updates
- Reporting against any goals you have set
- Regular meetings, with frequency and location tailored to your preferences
- Regular reassessment of your portfolio according to any change in your needs and circumstances
- Retirement option planning drawdown strategy with link in to inheritance tax planning, if applicable to your personal circumstances
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