Already retired

It’s easy to lose track of where you want to be, but we’re here to put you back on the right path.

Replace confusion with clarity

You’ve been retired for a number of years, and you’re enjoying the freedom it brings. However, the narrative is now changing to focus on loved ones rather than on yourself. You want them to enjoy your wealth and create a legacy that will benefit them while you’re still here and when you’re not.

You might be worried about how much you can afford to help your family without affecting your lifestyle and what you’ve become accustomed to during retirement.

Here’s how we’ll help you

We’ll navigate the complicated nature of Inheritance Tax, gifting and estate planning so that you can make an informed decision. By listening to you, we’ll discover what you’d like to happen with your money and will ensure we make it happen with a tax-efficient strategy.

Our experienced team understands that it’s not always easy to think about life after death, so we tackle the matter with compassion and kindness.

The Financial Conduct Authority does not regulate tax planning, estate planning or cashflow modelling.

Contact us

Our team is here to answer your questions. Get in touch today.

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    01925 699990

    750 Mandarin Court
    WA1 1GG