Retirement
What Do You Need To Think About For Retirement?
So, you’ve built up your pensions, savings and other investments and are thinking about retirement.
If you have never taken financial advice before this is a really important time to do so, to ensure you have enough income and/or capital to keep you comfortable in retirement.
As part of your retirement plan you will need to think about three areas:
- When To Begin Taking Your Retirement Benefits
- How To Take Your Retirement Benefits
- Managing Your Retirement Benefits
Key to all of these areas are your retirement benefits and making sure you have considered and selected the best financial products and solutions which maximise these but reduce your tax liabilities on withdrawal. This will depend on your age, health, lifestyle, and retirement goals.
You might be someone who wants to stop work completely at state pension age or someone who wants to gradually reduce the number of days they work until the ripe old age of 90!
Whatever your circumstances, I can help you understand whether your retirement goals are realistic and how long any income should last. I can help you select the best products and implement a withdrawal strategy to limit the tax you will pay.
Retiring will have a big impact on the rest of your life. Let me help you build a tailored and sustainable retirement plan.
Let's Talk Retirement
To discuss any aspect of retirement, please contact me via
Mobile: 07976507785
Email: ben@harroldfs.co.uk