Later life financial planning can begin at any age, you may now be working less or not at all, want to spend time enjoying your hard-earned pension money, or need extra healthcare as you get older.
Now that we are retired, we have much more time to ourselves and this can be a great opportunity to do the things we always wanted to do. However, we also have no more income from employment, so hopefully you will have a financial plan for your retirement including a pension in place.
This is your time and enjoying a comfortable retirement should be a priority.
Your goals could include:
It is important to plan for when you are not around ensuring the tax burdens for your loved ones are minimised and you can pass on wealth to the people you care about.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.
Our Office:
Pacific House,
Parkhouse,
Carlisle
CA3 0LJ
Telephone: 01228 472 352
Email: david@davidmalin-ifa.co.uk
David Malin Financial Advice Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
David Malin Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority under FRN 1015617.
We are registered in England and Wales. Registration number 15752867. Our registered address is 6 Bleaberry Way, Carlisle, United Kingdom, CA2 6RF.
This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
