Retirement & Succession
We should be able to enjoy the prospect of retirement, confident that there will be enough to meet the cost of living and that business assets can be safely handed down to the next generation in a tax efficient way.
How can we help?
You may want to reorganise your assets so you'll pay less tax or be properly cared for in the future, or maybe you want to ensure loved ones are suitably provided for after or even before your death. Whatever your needs, our specialists can help.
Offering practical and timely advice on a wide spectrum of matters affecting people nearing or past state retirement age, we can help you get your affairs in order so you and your loved ones can look forward to the future.
Our retirement planning services
- Estate administration and general advice on all aspects of estate handling
- Wills providing for loved ones after death
- Lifetime gifts and the making of trusts for the protection of assets
- Tax planning advice on reducing your personal, capital gains and inheritance tax burdens
- Arrangements for care and funding issues arising from the need for care at your home or in a nursing home
- Capacity issues including the creation and administration of Lasting Powers of Attorney and Enduring Powers of Attorney, deputyships and other Court of Protection applications and tackling those trusted to look after someone's affairs who are abusing their position
- Community care and advising on the range of benefits you can claim
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