Enjoying Retirement
As you approach retirement, your priorities may be changing. They could be to:
- Keep the money that you have accumulated reasonably safe
- Draw enough income from it to maintain your lifestyle
- Pay off any outstanding loans or mortgage
- Pay for care, if needed
- Leave an inheritance for your family
Which of these can you turn on or off as you wish?
What capital can you draw on if you want to buy something expensive?
Are you saving as much tax as you can?
Would you be better off if you delay taking your State pension?
Are you in control of your money, and can you manage it easily?
We should discuss all these questions, and then I can put together the strategy which best meets your requirements. |
