We will start by asking about your personal plans for retirement. We must understand what income you feel you need, how much you can reasonably expect and what risks you can afford to take. There may be various ways to achieve your objectives and we can show you how feasible these are for you, given your own particular circumstances.

We will develop a personal plan that allows you to take as much (or as little) risk as you are comfortable with to meet your retirement needs. We can help balance your retirement assets so that you have a realistic and sensible plan to meet your income requirements.

If your retirement plan includes protecting assets from inheritance tax, our trust specialists can advise you on tax and succession issues.

For further information, contact our financial planning team.