Pre retirement and at retirement planning
Using a mixture of case studies and interactive sessions we will demonstrate practical strategies to help you to ensure you wont outlive your wealth and can live the retirement you’ve been dreaming of.
We will help you to put the right money, in the right place, at the right time to preserve your wealth so that you can enjoy retirement and minimise your inheritance tax liability.
What you’ll learn
- Saving for retirement - how much you will need to retire
- The power of cash-flow modelling to prepare you for those ‘what if’ scenarios and ensure you don’t outlive your wealth
- Boosting your retirement income and expenditure in later life
- Tax implications and drawing your pension in a tax efficient way
- Passing on your pension and IHT planning