Working together, we’ll help you understand how you can make the most of the the value you’ve built up in your pension and other savings and investments by:
Exploring your options so you know the best way to draw on your savings to give you the retirement you want.
Considering the different sources of income available to you both now and into your retirement.
Explaining your investment plan and the risks you’re taking.
Making sure you don’t pay more than your fair share of tax when taking an income. during your retirement.
Crunching the numbers so you can put in place a sustainable income strategy with the aim of ensuring you won’t run out of money.
Planning ahead so you can pass on your wealth without leaving your family with an unexpected inheritance tax bill.
Use our drawdown calculator to understand how your savings will fund your retirement as you take an income. Speak to our planners to explore how we can help you plan your retirement and ensure you have enough money for the lifestyle you want.
Whatever retirement means to you, we’re here to help you establish a financial plan for the lifestyle you want.
For a one-off fee, our planners will help you understand your current situation, how much you have in your pension pot and what that will mean for your retirement.
Get a better understanding of your current situation and the options available to you with a consultation with an expert in our Foundation team.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser.