Pre-retirement Return

Retirement is imminent for us all and wouldn’t it be great if we had the luxury of retiring much earlier; for example in your 50’s? If you started to plan early then great, you’re on your road to early retirement. But if you haven’t there are still things you can do now to get you moving in the right direction.

To start off with you can create a plan of your current assets – you should do this anyway.  These assets will include anything from property, to savings, investments etc. – these may be included in your will so you should double check that too.

Do you have any debt? Can you pay it off so that you don’t have any unnecessary costs hanging over you? This will play a big factor in your retirement plans.

While you’re making all these numerous checks step back and decide if you can help out your children and grandchildren. Don’t forget that your financial health should come first – so do what you can to boost your contributions.

Some of the areas that need your attention; and it’s never too late to get things in order:

  • Super funding
  • Savings
  • Grandchildren
  • IHT planning
  • Tax efficiencies
  • Paying off debt
  • Gifts to children
  • Bank of mum and dad
  • Business succession
  • Gifting
  • Care
  • Wills
  • LPAs
  • Second home(s)
  • Emigration vs. Immigration
  • Consultancy vs. Employment
  • Estate planning

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