LATER RETIREMENT YEARS
Your retirement income plan should be reviewed regularly to ensure that it continues to meet your needs and
suitable recommendations should be given on how to amend this plan following any changes to your circumstances.
This is also an important time to start considering future tax implications and how to preserve the value of your
estate for the benefit of your family.
Your financial adviser can help you select the most tax-efficient savings or investment options to reduce the amount of inheritance tax your estate might have to pay upon your death.
Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change in the future. Some areas of Inheritance Tax (IHT) planning are not regulated by the Financial Conduct Authority.
Get in touch with us now to see how we can support you.