In our experience, there are three key stages along the road to retirement: wealth accumulation. planning for the future and enjoying retirement. We know that no two lifetimes are the same, so we'll be adding regular new insights under each stage, to help you plan no matter what stage of the journey you're at.
This spans the entirety of your working years and includes the contribution to your retirement accounts or pension schemes, building a portfolio of assets and investing. Read now:
Why consider investing in an Individual Savings Account (ISA)?
Exposing the hidden 60% Income Tax rate
Pensions and alternative investment vehicles for retirement
Topics coming soon: cryptocurrency, sustainable investing, Investors' Relief and EIS/EIS.
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Creating, updating and aligning to your retirement plan will help secure your family's future and ensure you can retire on time, with enough income to thrive in your later years. Read now:
Approaching retirement? Act now to reduce your Inheritance Tax (IHT) bill
Loan trusts - flexible estate planning for retirement
Topics coming soon: succession planning, Business Relief and residential property.
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Here's where your plans come to fruition. This final stage is focused on keeping more of what you've earnt and passing more of it on to your loved ones when the time comes. Read now:
Gifts from the bank of mum or dad
How to take an income efficiently in retirement
Topics coming soon: estate planning, gifting, Deeds of Variation, charitable bequests and wills.
For professional tax and financial planning advice tailored to your unique circumstances, please fill out the form below and one of our experts will be in touch to discuss your requirements and how we can help.
Buzzacott Financial Planning is authorised and regulated by the Financial Conduct Authority. These articles have been prepared to keep readers abreast of current developments. Professional advice should be taken in light of your personal circumstances before any action is taken or refrained from. The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.