Getting your affairs in order for your retirement can ensure that your and your family’s future is secure. Our retirement planning advisers can give you financial and legal advice to make sure the transition into retirement is as smooth as possible.
We understand the concerns that come with retirement planning, like having enough money to last your lifetime while also giving your family a good inheritance. Our experienced team can help you with things like downsizing your home and protecting your UK or international assets. Planning as early as possible can help you avoid problems later on, but we’ll guide you through any risks or issues no matter what stage you are in the retirement process.
Contact us today if you’d like to talk about your retirement plans and how we can help. Call us on 0370 1500 100 or
send us an email and we’ll call you back. How Can We Help With Retirement Planning?
Everyone has different goals for their retirement. You may want to have enough to provide for your children, retire overseas or you may be looking after someone with certain wishes for their retirement. Whatever your situation, we’ll look at your finances and get to know you to understand your goals. From there, we’ll build a solid financial plan that’s tailored to you or your loved one’s needs.
We can advise on:
Managing your assets and making sure they’re protected for your future
Getting the most out of your pension so it continues to grow and doesn’t run out
Maximising your savings by making the right investments
Downsizing your property and making the process as easy as possible
Structuring your retirement plan so you can pay for elderly care if you need it
Handing over a family business and its assets to the right people or groups
Any tax relief you could benefit from and making sure your plan is tax efficient.
No one knows what the future can bring. We’ll work with you to plan for any possibility like making a
Lasting Power of Attorney if you lose the mental capacity to make your own decisions in future.
We work with:
Individuals planning for your own retirement
Family members or carers of elderly or vulnerable people
Third party advisers.
Our experienced legal and financial advisers understand that everyone is different with their own situation and circumstances. This is why we don’t just give one-off advice. You can expect to have a long lasting relationship with us where we’ll actively monitor your plan to make sure it continues to meet your retirement goals.
Why Choose Our Retirement Planning Advisers?
We’ll guide you through the complex process of planning for retirement. Our solicitors are friendly and will always give you advice that’s clear and understandable for everyone involved.
Our team consists of lawyers and asset management experts under one roof. This means you’ll get a wide ranging service that includes both the legal and financial aspects that come with retiring. Some of our solicitors are members of the Society of Trust and Estate Practitioners and Solicitors for the Elderly so we really understand the concerns you may have for your retirement.
Our multi-disciplinary team work closely together so we can see your overall situation and not individual problems that need solving. This makes sure we can help you avoid risks you could face later on. Our team work across the UK, so we can help wherever you’re based. If you can’t travel, we can come to you so you’ll get face-to-face advice. We also offer a
Retirement Planning Package that's a step-by-step guide to help you consider the important decisions that come with retirement.
Contact us today on 0370 1500 100 to discuss your needs, or fill out our
online form and we’ll call you.
Detailed knowledge of Wealth Management and how to protect assets
Advice tailored to your specific needs and situation
Offices in 14 locations across the UK
Tax efficient wealth structuring
Call our experts on:
0370 1500 900
Or we can call you back at a time of your choice
Request a call back
Phone lines are open 24/7, 365 days a year