How do you plan ahead and protect your legacy?
When you retire, your wealth becomes an important source of income for the rest of your life (as well as any legacy you want to leave). So, it’s important to make sure it works hard for you. But the responsibility of managing it is all on you. Wouldn’t it be great to share the load?
Which questions are you asking yourself?
The practical questions
There’s the practical stuff. Like which pension to draw first or how much money can you afford to take each year and still make your wealth last? You may want advice on things like the lifetime allowance or minimising tax. There’s a lot to consider (and frankly, it can be a bit of a minefield).
The complicated questions
You’ve probably got your wealth largely tied up in pensions, investments and maybe property, but how do you get the most out of it? What’s the best investment strategy? When’s a good time to pass things on to the next generation? Is a family investment company a good idea?
The ‘What if?’ questions
Ah, the ‘what ifs’. BIG questions that are really quite important. Making sure your spouse is provided for if you die first. Ring-fencing enough money to pay for the kind of quality care you might need later in life. Not the things to dwell on, but the things that, if sorted, would make you feel a lot better.
We’ll help you make good decisions
Like most of our clients, you’re pretty financially clued up. But you want reassurance you’re on the right track – a trusted second opinion from someone who is bang up-to-date with the latest pensions advice. We’ll look at your bigger retirement picture and help you make the best decisions based on what you want to achieve.
We’ll make things simpler for you
When you have significant wealth, your finances are rarely simple. But we can take the weight of that complexity and gather it all together in one central place. You’ll feel lighter knowing someone else understands your financial situation as well as you do, and that with just one call you can completely trust us to take care of things.
Meet some of our clients…
Barry & Liz, Mudeford
How Justin got them back on track after a bad investment experience with a high-end bank
Allan & Zoe, Christchurch
Why looking at their whole retirement picture made such a difference to their future
Are you ready to chat?
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(or email us if you’d prefer)