Retirement can be an exciting but daunting time and involves some of the biggest financial decisions:

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• Can I afford to retire?

• When is the best time?

• What about tax?

• Can I continue to work?

• What are my pension options?

• How much income do I need?

 

Our retirement seminars are designed to help individuals to navigate the jargon and understand the landscape of their retirement.

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• Understanding your pensions

• Your tax-free cash and income options

• Budgeting in retirement / Cash flow planning

• Investing for Income

• Reducing your Tax bill

 

Our interactive days are designed to increase knowledge to the degree where informed financial decisions can be made, and the implications understood.

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