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Retirement Planning

As you or a relative approach retirement age a wide range of issues will arise for which expert advice should be sought.

Our experienced team can help you and your family plan for retirement and provide security and peace of mind for all concerned by:

  • ensuring Wills are up to date and adaptable to changing circumstances
  • reducing taxes such as inheritance tax, capital gains tax and income tax
  • protecting the family home and other assets for your lifetime and for the next generation
  • appointing people to look after your finances and welfare if you lose capacity – Lasting Powers of Attorney, Enduring Powers of Attorney and Court of Protection applications
  • advising on care and funding issues arising from care at home or in a nursing home
  • assisting with all aspects of administering an estate on the death of a loved one.

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Meet the team

The Retirement planning team

Ready to talk?

We'd like to hear from you. Please email your enquiry to us or phone 0870 160 1300 to speak to a member of the team.

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