Articles in this area of this website relate specifically to retired people. The information in this section of the site is meant to supplement the articles in the general financial planning and financial advice area.

Our services are likely to be of interest to you if you, or between you and your partner, your assets including your home are valued in excess of £1 million. This means that you have a large potential inheritance tax liability and one of you may still be a higher rate tax payer.

You are likely to benefit most from our integrated range of tax planning and financial planning advice.

Unfortunately, by the very nature of being retired, less tax planning strategies are open to you, but there are many very effective methods of reducing your inheritance tax liabilities. In addition,  financial planning is still essential to help you best meet your objectives over the years.

More pages will be added to this area as soon as possible  but please look at the blog articles already posted under “Retirement“.