Post retirement and later life planning

Throughout our working lives we accumulate wealth but once in retirement our financial needs change.

We can work with you to make the most of your wealth, generate income and provide for these changes. We will help you consider the implications of the loss of a spouse or partner, or a deterioration in your own physical or mental health.

And finally, as more estates get drawn into inheritance tax we can advise on the best way to pass wealth on to the next generation.