|
By
2026, life expectancy is set to rise from 75.6 years
to 79 years for men and from 80.4 years to 83.3 years
for women (Source: Office of National Statistics 2003).
This highlights the fact that planning for a long
and successful retirement is becoming increasingly
important to all of us. As part of the service that
we provide, we can help you take stock of your current
position and then recommend what course of action
is appropriate for you to take next.
Isn't
it time you had a financial
wealth check?
If you have retired, you should audit your finances
at least once a year to ensure that you are benefiting
from all the tax allowances, reliefs and exemptions
available. In addition to this, a wealth check gives
you the opportunity to assess other key areas. Ask
yourself the following questions and, if you have
concerns, please contact us.
Your
financial wellbeing
When
was the last time you had a financial wealth check?
Are your investments tax-efficient?
Have you planned to mitigate a potential inheritance
tax liability?
Would the costs of long-term care erode your retirement
wealth?
There
will be more pensioners than children in the UK within
five years, according to the government body, the
Office of National Statistics, and there will be two
million more pensioners by 2026. To arrange an unbiased
independent meeting to consider your retirement options,
please e-mail or contact us.
article
dated 05/2003
|
