Retirement is an exciting time. As the culmination of all your hard work and planning grows nearer, you’ll no doubt have begun to plan how you intend to spend your free time – travelling, relaxing in the garden, taking up a hobby?
But the time to relax hasn’t arrived yet. As your retirement date approaches, there’s still plenty to think about.
You need to ensure you understand Pension Freedoms and what they mean for your retirement options. You also need to make sure that you have a handle on the money you intend to leave your loved ones, and that your retirement budget is up to the task – whatever later life throws at you.
Whether you’re looking for help understanding flexible retirement, trying to get a grip on your Inheritance Tax (IHT) planning, or have concerns about funding the cost of your own later-life care, we’re here to help.
Click ‘download’ to get your guide to the five things you should be considering at retirement.
If you have any questions or would like to know more, please get in touch with us.