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Retirement & pension planning

Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.

Post-COVID-19 wealth planning: Care home costs are alarming. Are you really prepared?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

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How can tax planning ensure you make best use of your pension annual allowance?

If you are planning your retirement, it is important to understand the amount you can put into your pension each year in order to gain valuable tax relief, known as the ‘annual allowance’. 

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The advantages of investing in the Alternative Investment Market to manage IHT

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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Will I run out of money in retirement? How does retirement cash flow modelling work?

Nero Patel, Senior Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

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Advice on inheritance tax planning

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Why is it important to understand the pension rule changes?

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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