With retirement fast approaching, understanding your current position is the first step towards working out how you are going to get where you need to be in the future.
Getting this clear picture of the income you can expect from your various investments will help answer key retirement questions: Do you have enough money to retire early? How much longer do you need to work? How do you consolidate your assets? Should you consider transferring a Defined Benefit pension? What other tax-efficient options are out there?
Making decisions based on your own research can be difficult, time-consuming and risky. There is so much conflicting information out there; the rules on tax and lifetime allowances keep changing; and risk-reward calculations can be extremely complex. That’s why we recommend you base your critical decisions on facts from professionals who have access to the best research combined with a structured investment process.
findaWEALTHMANAGER.com will match your profile with up to three wealth managers who will present you with clear strategies to reach your goals. There is no obligation – just the opportunity to get professional guidance from qualified and regulated advisors who are specialists, with impartial guidance from our client service team.
This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
Looking for some impartial insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.
Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.
High earners can feel hemmed in by continued tax raids to pension savings, but by thinking outside the box they can find ample tax-efficient routes maximise their retirement savings.
Tax hikes and rising inflation bode ill for the wealthy in what many are predicting will be a “winter of discontent”, and possibly several worrying seasons after too.
Pension shortfalls and rising private school fees top our users’ concerns as autumn begins.
We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
Sign up to receive this unique bulletin every month.
No spam. Simply one useful email per month.