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?

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