In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.
Your later retirement years are about balancing the need to live comfortably with preparing for unpredictable life events such as illness or care needs. It’s also a good time to start thinking about how you will cover funeral expenses and making sure your will is up to date.
Inheritance tax can cost your loved ones hundreds of thousands of pounds when you die, so it is vital your estate planning is up-to-date.
Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and start early so you don’t leave it too late.
Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.
A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
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