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The concept of retirement means different things to different people. For some it may be seen as the longest holiday of their life. For others, it may be a switch from full-time employment to a series of consultant, non-executive director and trustee roles. Whatever your plans, there are a number of options that you should think through, particularly if you are planning to retire within the next decade
It’s a complex period in life and most underestimate the challenges. Understand how we can support your life as a retiree, based on a comprehensive approach to your finances.
As the number of people and timelines in retirement grow, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days? It’s a period of life known as decumulation and can even affect those who don’t completely give up work. However, there is a solution for clients.
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Our top 10 insights from 2022
No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.
Is retirement planning more important than ever?
Although retirement planning should be carried out as early as possible, many of us only seriously review our financial situation a few years before we plan to retire. Recent events, however, highlight regular reviews of your wealth are more important than ever, as Simon Prescott explains.
Could your will be contested?
Formalising your wishes for your estate with a legal professional is the best way to help protect your family – and your assets – after you’re gone. As Simon Prescott explains, given the number of contested wills is on the rise, the more you can do to provide clarity around your plans, the better.
Our top 10 for 2021
No year seems to be complete without the obligatory review of events and 2021, for many of us, has been almost as challenging as 2020. Amidst the ongoing coverage of conflict, climate change and COVID-19, however, there were some brighter notes through the year.
Are you part of the inheritance ‘SKI’ Club?
When it comes to your children’s inheritance, are you caught between a desire to provide enough financial security for their future while protecting them from over-entitlement? If so, you’re not alone. Perhaps it’s time to consider joining the inheritance SKI Club.
Do you want to leave a legacy?
A true family legacy is more than the money you leave your loved ones. It’s about passing on a unique set of values, beliefs and purpose to the next generation. But while the wealth industry talks about ‘the great wealth transfer’, we look at what it actually takes to make succession a success.
How long will you spend in retirement?
Thinking through life in retirement is complex because we are planning for an undetermined period in life with a finite sum of money. However, even if you know when you will retire and understand how your finances might map out, longevity remains an important influence on the quality of life as Simon Prescott explains.
Last wills and testaments go digital… virtually
Although the preference is for the physical presence of witnesses, Simon Prescott explains how wills in England and Wales can be drawn up digitally, if you follow the detailed procedure, as well as noting how will writing is done in Scotland.
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