Retirement Planning

Planning your finances for retirement is not just about pensions.

A retired couple smiling on a beachFor successful people who have built up investment portfolios and assets throughout their working lives, income can come from a number of sources including the state pension, company pension, investment income, insurance, property rental income. How all this is dealt with can have a huge effect on your resulting income and your tax liabilities.

You may wish to continue working either full time or part time after they reach 65. It is possible to earn more money before it is taxed but only with proper planning.

If you intend to stop working or reduce your hours, your aim will be to replace the lost income to enable you to retain your lifestyle. Even if your mortgage and other debts have been paid off, you may even need to increase your income to allow for the extra time you will have available to spend money!

Please call us on 01978 346960 or complete an enquiry form for further information or to arrange an initial free consultation.


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