You’re enjoying your present lifestyle, but want to make sure you’ll have enough to see you through the years to come…
It’s one thing to be reasonably assured that your money is going to last you through retirement – it’s another thing entirely to know it with complete confidence. We can provide you with a bird’s eye view of how we expect your future cashflow to look on a year-by-year basis, so that you can plan ahead with enhanced clarity and understanding. If anything’s amiss, we can recalibrate your strategy accordingly.
Furthermore, it’s not just a case of making sure you don’t run out of money. It’s equally critical that you don’t hold back from living the life you truly want based on the misplaced idea that you can’t afford it. What if you’re tightening your belt too much? What if there are adventures you could be going on, projects you could be starting, relatives you could be spending more time with – if only you knew how much you could afford to do without fear of overstretching yourself?
The third thing to consider is whether you’re being too generous to the UK’s most ubiquitous beneficiary: HMRC. Ensuring your affairs are arranged so that your loved ones derive the maximum benefit from your estate once you’re gone is a key element of the financial planning process.
We’d be delighted to show you how you could benefit from our tailored financial planning service. Book an initial consultation today to find out what the next steps are.
Please be aware that with any form of investing, your capital is at risk. The value of your investments can fall as well as rise, and you may not get back the amount originally invested. For more information about investment risk, click here. In addition, please note that The Financial Conduct Authority does not regulate inheritance tax planning, trusts or will writing services.