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.
Our experts have put together a range of free resources to help you learn more on financial planning in your 70s.
Do you talk about financial matters with your family? According to our research, many of us tend to avoid the topic around the dinner table with loved ones – but why? Read our free guide that explores this common taboo through personal stories and expert tips; find out why being open about wealth matters.
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.
Find out how much you money you will have for your retirement and how much you can draw upon for a sustainable income.
Sometimes all you need to get your financial goals on track is a step in a right direction. Explore our range of services and accounts to help you towards a more secure financial position in your 70s and beyond.
Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.
Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.
We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
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