WELCOME TO THE HOME OF THE financial EXPERTS!
Financial Advice in Later Life
Financial advice is just as important in your later life as it is at any other time. There are a number of things to think about including Inheritance tax, wills & what to do when someone passes away.
Looking for later life advice? We offer all clients a no-cost and no obligation review at our office, your home or using video conferencing technology! Feeling vulnerable? Don’t hesitate to bring along a family member or friend!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
A review with us will ensure you fully understand your plans, maximise your legacy whilst ensuring peace of mind. We are obsessed with ensuring you a successful & secure future.
Financial Advice At Later Life
Learn a bit more about later life financial advice –
Approaching retirement, or already there?
One of the most difficult things to work out is what shape your income should be… in simple terms should I buy an annuity, take a scheme pension or enter drawdown? In the modern pensions landscape the majority probably now enter some form of drawdown arrangement but the main problem with this is running out of money.
How To Avoid The Dreaded Inheritance Tax!
Planning ahead at least 7 years is crucial, some of our recommended options to best avoid IHT are:
- Gifting/Disposing of Assets
- Will planning
- Establish trusts
- Use life insurance
- Specialist investments
Wills
A basic component of financial planning is estate planning and the most important feature is to ensure valid and updated wills are kept under review!
