Retirement planning

Planning for the rest of your life

Retirement planning it not only important when you are nearing retirement age. The earlier the planning starts the more likely you are to achieve the financial security you will want to take that long earned rest. Our area is East Sussex and Kent, specifically the triangle Bexhill, Rye and Tenterden is a much favoured retirement area. It is a wonderful part of the South East. You need to plan to have the funds to enjoy it to the full. For those nearing retirement age it is important to review your investment and pension strategy and to focus on estate protection. We can help by reviewing the potential Inheritance Tax position and help you to ensure the succession of a family business.

During your retirement, it is important to keep a keen watch on your financial plan, making adjustments when necessary, to ensure that you enjoy a long and comfortable retirement. We can discuss your aspirations and resources and introduce you to an appropriate, authorised advisor. Please do not forget that inheritance tax law has changed, as do families and financial requirements. Your Will needs to be kept under review with the help of your solicitor. Gibbons Mannington can advise you if you think it is time to begin passing some money to children and grandchildren. You deserve a well-earned rest, so let us help with the strategy to make sure you get it.