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Retirement Planning

We engage in conversation about different life stages of the journey. Including the life stage of beginnings, where you set your path and shape your journey. There’s the chapter of nurturing a family, with all the hustle and bustle of supporting your children’s activities. And of course, there’s the stage of embracing new horizons during your later years.

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Retirement is not ‘old age’. It presents an opportunity to embrace your aspirations, free from the pressures of work.

We recognize that pensions encompass more than just financial aspects; they shape people's lives. The intricacies of when and where to begin planning for retirement can be bewildering. Our aim is to provide valuable advice and support, unravelling any uncertainties you may encounter along this path.

Before you step into retirement, we collaborate closely to understand your retirement aspirations. Guiding you, we construct a financial foundation that aligns with your income expectations. Our knowledge aids in navigating the various avenues to accomplish your objectives.

As retirement arrives and work ceases, our team remains at your side. We help manage your income, allowing you to savour your retirement without worries.

Whether you seek to initiate a new pension, transfer an existing one, or explore the multitude of retirement options, we stand as the optimal choice for your needs.

Live for Today, but plan for tomorrow.

Reporters and commentators frequently release fresh studies or catchphrases every week, proclaiming a state of “retirement crisis” in our nation.

But this to us doesn’t make any sense. Your retirement depends on you and you alone, nobody else. The only crisis you need to be concerned about is if you are ill-prepared.

Our purpose is to support you – to help you avoid your own individual retirement dilemma by putting your financial plan into visible terms using our five-step process.

There is a lot of administration to be completed on your estate, but we wish to minimise this and maximise the value distributed to your loved ones.

What we will help you consider:

We will help and support you align your estate / inheritance plan with your financial plan, which includes beneficiary reviews, help create wills and trusts, regular updates and more.

Power of Attorney

If you are unable to, who should make decisions on your behalf, without court approval. This would include financial decisions and also Health and Medical decisions.

Trusts

Does your current financial and estate plan consider the use of trusts to protect your estate from hostile creditors and direct payments where you want them to go.

Will

Does you Will take into consideration certain exemptions and expresses your wishes, do your executors understand and know exactly what you mean within your will. Has this been reviewed due to updated laws.

Second Marriages / Divorce

Do your beneficiaries align with your wishes, including your former spouse or children from prior relationships.

Book your FREE
call now

Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.

Life Planning Ltd (registered number 11827257)

Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Life Planning and its planners is also available online at the FCA's register.