Retirement Planning Advice
Making the most of your retirement requires no small amount of forward planning. To enjoy a comfortable lifestyle upon leaving work for the final time, it makes sense to plan early.
We can help, whether you aren’t planning on retiring for another 10 – 15 years, or you are ready to retire now.
Whatever you hope to get from your golden years – a Caribbean cruise, a holiday home in the Cotswolds or simple financial security to ensure that you never have to work again – we can work with you to draw up a solution tailored to your desired lifestyle.
It is important to consider all of the options available to you at this stage. We can guide you through all of the jargon and the legislation, and help you determine just how much money you will need to retire and live your ideal life.
It could be the case that you have accumulated wealth during your working life but are not sure how much you have and whether it will sustain your retirement goals. We will review your existing pensions, savings and investments, making sense of your current financial situation and what it means for your future.
We can talk you through how your pension is treated as income and taxed accordingly, and which solutions are right for you.
We’ll identify the route that will maximise your returns whilst minimising the tax you will pay, helping you make the very most of your retirement years.
Wealth of Advice specialise in retirement planning and pension advice. Whether you require a pension annuity, a drawdown pension or are looking to withdraw a lump sum from your pot, we can advise you on the right course of action to take.
YOUR FIRST MEETING WITH US IS FREE
The Wealth of Advice team is here to help with your financial requirements. Whether you're looking to invest, protect or plan for the future, we can help. Get in touch today to organise a free no obligation consultation.