At Retirement

If you are wanting to retire imminently or in the very near future you will undoubtedly already have a list of things you wish to do once retired.

But, have you thought further than that?

Are you fully aware of all the retirement options available to you, the various tax implications and the risks?

There are several things you need to consider right now, and these will be different for everybody but may include some of the following:

INCOME REQUIREMENTS

What are your income priorities?

CONSIDER YOUR ASSETS

Your whole financial situation needs to be taken into account for retirement income and legacy planning.

LIFESTYLE

What are your expectations for the different stages of retirement?

TAX

How do you ensure your assets and income are as tax efficient as possible?

LEGACY/
ESTATE PLANNING

Make sure that the right people receive the right assets at the right time

LATER LIFE/LONG TERM CARE

Have you considered this?  It is important 

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The order in which you take your income and from which sources can have a huge impact on tax-efficiency throughout retirement and on any legacy you leave.

It is important to be clear on your options and plan ahead.

Obviously, the above list is not exhaustive, and there are many considerations. Everyone’s goals, circumstances and concerns will be different.

So, if you are about to retire, then it’s time to plan, so you can have a secure retirement where you are in control.

Remember, planning acts as a bridge between where you are now and where you want to be ....

Once you’ve used the at-retirement planner, why not get in touch with us, and let us help you formulate a plan for financial freedom, security and control throughout your retirement.