Retirement planning

Our unique combination of financial and legal services…

Retirement planning is not just a process to be undertaken immediately prior to your chosen date for giving up work.

Achieving your dream retirement requires a careful strategy. It can take time to implement and execute an effective plan in order to achieve retirement you desire.

Our team will work closely with you to ensure your aspirations harmonise with an investment philosophy that will most closely match the outcome that you require.

This involves careful planning, most especially in taxation. Critical consideration needs to be made of hurdles such as double taxation for those with multi-jurisdictional assets. Our team can support you with options for income withdrawal from differing investment vehicles, dependent on the respective tax implications, and the relative benefits of buying an annuity versus capital withdrawal.

These are all part of the service that we deliver, designed to provide you with the appropriate framework for your retirement goals and aspirations.

If you would like to speak to our team of Chartered financial planners to discuss your retirement planning, please do get in touch.

The Financial Conduct Authority does not regulate income tax planning or inheritance tax planning.