Investment and Savings
As you approach later years your ability to accumulate additional wealth usually ceases with retirement from paid employment.
At that time you will want to ensure that your savings and investments are able to support you throughout your later years. This may mean a reduction in risk, a restructure to suit your tax position or a refocus, for example, from capital growth to income.
what do you want to achieve? Having clear objectives for your future is important.
Measure 107 via FinaMetrica your attitude to risk.
We can advise on the options available to you.
Our expert advisers know the tax implications and can advise appropriately.
We often work alongside other professional advisers, such as your accountant, to provide a truly cohesive financial plan.
Further information about Later Life Planning: