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If you are in this situation, there are many things you will
be concerned about:
- Getting the most from your pensions
- State pension entitlement
- Providing sufficient income
- Annuity rates
- (click
here for fact-file on Pension
Options)
- Income Drawdown - (click
here for fact-file on Pension Options)
- Phased Retirement - (click
here for fact-file on Pension Options)
- Turning investments into income
- Life expectancy
- What happens if you (or your spouse) has to go into care
- Inheritance
tax issues - (click
here for fact-file on Inheritance
Tax)
We feel that this is an area where you must take advice and
it is an area we specialise in. People still have very different
requirements, depending on their background and their circumstances,
so an individual approach is vital.
Make an appointment with us to allow us to help you.
We have included in our section 'Fact-files',
many downloadable fact sheets on numerous financial planning
topics. We suggest that once you have had an initial browse,
you go to this page and see if there are any Fact-Files pertinent
to your situation. Please then feel free to download these items
free of charge.
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