Even once you have retired, it is important to constantly review your financial goals as your lifestyle needs change. For example, you might be considering options to downsize your property, or want to look at how to fund nursing care, or even consider passing on wealth to your loved ones. Reviewing your financial plan to meet these changing needs is essential to giving you financial clarity allowing you to fulfil your retirement dreams.
Our advisers can help you achieve the financial outcome needed to ensure you can fund your retirement goals. We can look at the tax implications of selling your house as a way to fund future care options. In addition, we can help you plan how to pass on your wealth to your family and reduce your inheritance tax liability.
Got any questions? Just call us on 0117 907 1965