Retirement planning
Retirement is a time to enjoy the world’s splendour, not worry about its volatility. Your Wealth Planner will help you set retirement goals with a range of pensions and other long-term vehicles.
Grow your wealth
Securing the future you want
Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and achieve them.
How to grow your wealth
There are a few key things we’ll take into account to plan the growth of your wealth
- Why do you want to grow your wealth? What do you want to achieve?
- What income will you need in retirement? When will you need this for?
- How much can you afford to invest?
- What are your current investments? Are they on track?
Armed with this knowledge, we can then look at the two main aspects of retirement planning and tax-efficient investing.
Tax-efficient investing
Although your Wealth Planner can’t offer personal tax advice, they can assess the effect of tax on your wealth and provide tax-efficient wrappers for your investments, like Offshore Bonds, Enterprise Investment Schemes and Venture Capital Trusts. Please bear in mind that tax rules can change in future and their effects on you will depend on your individual circumstances.
Things to consider
The value of investments can fall as well as rise. You may get back less than you originally invested.
Other wealth planning goals
Protect your wealth
Providing control and security
We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you, and your wealth, through our range of services.
Pass on your wealth
Securing your family’s future
Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, come what may.