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Near retirement or retired.
This is a time when your clients may choose to no longer work, perhaps start to wind down gradually, and it can be one of the most enjoyable and fulfilling lifestages.
A big consideration is that income needs to be provided by different methods to help maintain your clients’ normal standard of living.
With careful planning, this can be a time to enjoy doing some of the things they didn’t have time for before, like travelling, hobbies or spending quality time with the family.
We can help you and your clients with:
- Retirement options such as annuities and income drawdown
- Investments particularly to provide an income
- Review inheritance tax and estate planning including wills
- Downsizing
- Long term care planning
- Dignity Pre-Paid Funeral Plan
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