INTRODUCTION

Starting to consider planning for your retirement can come at any age.

More than likely, you find yourself at Retirement Genius after a momentous life event such as becoming a parent or grandparent, celebrating a milestone birthday or experiencing a change in your employment situation. You may, however, just find yourself wanting to know, in simple terms, what you need to do to prepare yourself for the next stage of your life.

Managing your money can be an intimidating thing to consider, but the key to overcoming any fear is understanding and preparation. Financial Planning is all about systematically managing your money in order to give you freedom in the future.

Whilst we can provide you with pointers and explanation of different products and services offered by the financial services industry, no amount of reading can substitute the personalised and tailored advice a Chartered Independent Financial Advisor will provide. We can refer you to an IFA through our contact page.

STEP-BY-STEP GUIDE

About… Attendance Allowance

You could get £55.10 or £82.30 a week to help with personal care because you’re physically or mentally disabled and you’re aged 65 or...

Trusts and Inheritance Tax

Inheritance Tax may have to be paid on a person’s estate (their money and possessions) when they die. Inheritance Tax is due at 40% on...

Different Types of Trust

About… Trusts

About… Income Drawdown

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