It’s a sad fact of life that some relationships come to an end. Divorce is undoubtedly one of the most stressful periods of our lives. We will help you put the financial pieces back together, so you can rebuild your life with confidence.
"I don’t understand finance my spouse always handled that, where do I start?"
"I have lost a large part of my pension savings, how long will I now have to work, how will I cope in retirement?"
"What will my finances look like after the divorce, what do I need to do so that I can still live my life?"
We can help answer all these questions, and more.
There’s no right or wrong answer to how you should live your life in retirement; only yours. Your financial plan will underpin a financially secure and happy retirement, which meets your goals, and hopefully, sooner than you thought possible.
"How do I know what price to accept for my business, if I never want to have to work again?"
"How can I minimise the tax I pay and keep more of the sale proceeds?"
"I have sold my business and don’t know what to do with the funds, how can I keep them safe?"
We can answer these questions, and more.
There’s no right or wrong answer to how you should live your life in retirement; only yours. Your financial plan will underpin a financially secure and happy retirement, which meets your goals, and hopefully, sooner than you thought possible.
"I want to retire, but I am not sure that I have enough saved yet, how can I be sure?"
"Can I retire yesterday?"
"How can I be sure I won’t run out of money in retirement?"
"I think I’m OK for my retirement, but what if I need care?"
We can answer all these questions, and more.
Bereavement is one of the hardest things any of us will have to deal with. Life will never be the same again and, over time, it often leads to a reassessment of priorities. We will support you by helping you understand the financial impact of your new circumstances, helping you to create a plan for your future, the one that your partner would have wanted for you.
An inheritance can mark a turning point in many people’s lives. You not only have the bereavement of a loved one to contend with, there is also often a feeling that the money you receive is tainted by the event. Such emotions need to be managed carefully. It can of course present huge opportunities to reevaluate your own financial circumstances and life.
"I don’t understand finance, my spouse always handled that, where do I start?"
"Can I afford to give money away now?"
"How do we make sure that the lion’s share of our assets, end up with our loved ones?"
We can answer all these questions, and more.
