Already enjoying retirement
Castell Caernarfon - www.lluniauiwan.co.uk
You recently retired and started to enjoy the fruits of your labours.
You are now facing new and important questions
- What should I do with the various investments I have accumulated over the years, but no longer have the time or desire to administer or to deal with all the paperwork?
- Can I be confident that we never run out of money?
- There are many things we have always wanted to do while we still can, but can we afford to do them and still maintain the lifestyle we have always enjoyed?
- How can I ensure that as much as possible of our wealth will be enjoyed by our family when we are gone?
- As we get older can I be certain that we can provide the care that we may need in the future?
By working with us and using our "Designing your Desired Destiny” programme you will have:
- A clear picture of where you are now and how your financial future looks.
- The full financial effects of your future plans.
- The possible effects of future care needs.
- Simplification and clarity regarding your current arrangements.
- A valuation of your estate along with an indication of possible Inheritance Tax liabilities.