If you’re getting ready to retire, now may be a good time to think about financial advice.
It can take some of the worry out of retirement planning, and help your money go further.
It’s up to you whether you get financial advice. Doing so costs money, but it may save you money in the long run.
An adviser could make your money go further, as well as giving you peace of mind during retirement.
They can help you:
This kind of advice helps you make investment choices that match your long-term goals.
It could help you:
Estate planning will help you pass on money to your loved ones in the right way, avoiding complications or a big tax bill.
This kind of advice can help you with:
Many of us build up money in our pensions over our lifetimes. As we approach retirement, these amounts can be big – and so can the tax bills if we use them in the wrong way.
Tax planning advice can help you make sure you don’t pay more tax than you need to, and may cover: