People aged 70+

As you will know, life doesn’t slow down after retirement.

Whether you have been embarking on big adventures, enjoying simple pleasures or expanding your list of hobbies, retirement is an exciting new chapter. Nevertheless, securing and maintaining the financial side of things is just as important now as it was when you were working.

Whether you had a financial plan in place before you retired, or took a risk and left work without one, having a strategy in place is extremely important in your 70s and beyond. Not only will you want to ensure you’re making the most of your money in a sustainable way, but you may also want to secure a financial legacy to leave behind for your loved ones to enjoy.

Your family

Spending more time with family, especially children and grandchildren, is one of the most common objectives for people in retirement. Most will agree that their family is their main priority; despite their financial independence, you may wish to continue to support them. We can establish how you can best do so without negatively impacting your own financial situation.

Your lifestyle

Whilst you will want to make the most of the freedom you have in retirement, you may also be concerned about the financial sustainability of your lifestyle. We don’t believe you should have to stop doing the things you love or give up on life-long aspirations, so we ensure your pensions, savings and investments are managed in an efficient and fruitful way.

Your legacy

Many people want to leave behind a financial legacy for their family to enjoy after they’ve gone. If there is no strategy in place for this, your assets may well be delegated in a way that is against your wishes. We create a thorough plan for your estate so that Inheritance Tax is mitigated and the maximum amount possible is left to your loved ones, in the manner you wish it to be.

Please note: The Financial Conduct Authority does not regulate Inheritance Tax Planning.

What do our clients have to say?

I have been a client of Taylor McGill Financial Services since 2014. At that time, I had a number of annuity style pensions, both private and company, which I wanted to transfer into a single drawdown facility. Daniel contacted the trustees of the funds to expedite a speedy and cost-effective reassignment and professionally dealt with the significant red tape required to do so very effectively. Since then I have retired and have found Daniel is always very prompt and attentive when I require funds. I find our regular meetings very informative, both in terms of aligning my drawdowns to my specific requirements but also in terms of understanding tax-efficient vehicles for future investments. All in all, I have found Taylor McGill and Daniel Taylor in particular, very professional and easy to work with. I am very happy to be their customer. Sean, Ravenshead A client since 2013
On my retirement, over ten years ago, my lump sum was invested in a low-risk portfolio which had been making satisfactory gains but was not actively managed. I have no aptitude for picking stocks and shares, but I need to feel that the right decisions are being made in regard to the placing of my financial resources. Recently I became the beneficiary of a bequest in the form of a percentage of a pension pot. I had no idea as to how to proceed with this sum and the legalities which attached to it. Daniel Taylor of Taylor McGill provided all the information I needed to make choices and guided me through the steps needed for the transfer of funds, taking note of my attitude to risk. Also, at my request, he examined my original portfolio and made sure that it will be held in a tax-free ISA. Throughout these meetings, he had relevant information at his fingertips and was able to answer my queries, either then or later, online. I am very satisfied with the service I received. Barbara, Suffolk A client since 2017
We have been using Taylor McGill as our financial advisers for approximately thirty years. Originally it was Simon who provided the advice, and latterly his son Daniel has taken over our portfolio. We have sought advice on pensions, ISAs and other financial transactions. We have always been more than satisfied with the advice received and have recommended them to several of our friends and colleagues. Being a small, family firm, we are seen by the same person each time, whether this be for our annual review or on any occasion when a need or query has arisen. We know the partners very well and we’re very grateful that we do not have to endure constant changes in personnel. They are always readily available, and we like the personal touch. Terence and Mollie, Nottinghamshire A client since 1991
I have been trading with Taylor McGill since the mid-1980s and continue to be very comfortable with their business attitude and product recommendations. Initially they took great care and time to understand our business, its structure and needs. Not only do I get first-class service from Taylor McGill, but over the years they have constantly monitored (and moved, if necessary) my investments and pensions as new legislation requires in an ever-changing market place. Steve, Leicestershire A client since 1991

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