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There are three key elements to a comfortable retirement, these are:-
Health
Wealth
Happiness
We cannot help with Health and Happiness but we can certainly help with Wealth.
Your wealth in retirement will depend on whether you saved enough during your working life and, very importantly, what options you choose at the time you retire.
We can help people of all ages, pre and post retirement, to plan so that health and happiness in retirement can be fully enjoyed.
Pre-retirement advice can include
Is your retirement strategy clear?
Are you saving enough?
Are you using all the tax breaks available?
Is your investment or pension performing as it should be?
At retirement you will have accumulated a pot of money and you will be faced with decisions as how best to turn this money into an income for the rest of your life. This is a very important time and these decisions will be crucial to your future financial security and wealth. Take Advice.
At retirement advice can include:-
Balance capital and income needs
Protect the family
Minimise tax
Consider tax free lump sums
After retirement, many things can change, e.g. interest rates, inflation, investment performance, income needs, property values, your health, etc. It is essential that you regularly review your arrangements and financial needs to ensure that you are getting the best from the things you worked hard all your life to accumulate.
Professional retirement advice can include:-
Whatever your age, advice is crucial to help provide and preserve wealth in retirement to enable you to enjoy your health and happiness.
John K. Miln & Company is the trading name of John K. Miln & Co. Ltd. (JKML) registered in England Number 3350120. JKML is a wholly owned subsidiary of Midas Capital Plc (formerly iimia MitonOptimal Plc) (registered in England Number 05160210). www.iimia.co.uk Both companies have their registered office at 23 Cathedral Yard, Exeter, EX1 1EH. JKML is authorised and regulated by the Financial Services Authority (FSA) under firm reference number 126152. This can be checked via the FSA website (click here www.fsa.gov.uk/register).
This website is for UK investors only.