Creating a robust retirement plan will ensure your retirement will be the most fulfilling phase of your life. Starting your retirement planning early will give you more flexibility, money, and options so you can spend your time and wealth on the things you love with the people you love.
Your finances should be built around your lifestyle, not the other way around.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Many of our clients are now opting to reduce their working hours before retiring completely. They first engaged us because they wanted to reduce their working days and top up their income with their pension.
If you are considering transitioning into retirement, our cashflow models will tell you exactly how much income you need every year up until retirement and beyond. We can use this information to create a tax-efficient withdrawal strategy that utilises your earnings, investments, and pensions to ensure you maintain the income you require and avoid paying unnecessary tax.
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