Planning for the future

22 January 2020

Planning for the future

We offer independent financial advice through Sutton Winson Wealth Management.

One of the key areas where we can help is planning for and managing retirement, here are some things we advise our clients to consider.

 

Inheritance Tax Planning

Inheritance tax (IHT) is a complicated issue and therefore is often ignored, meaning your loved ones do not benefit from your personal assets, which will in turn go to HMRC.

We use our suite of planning tools to help mitigate any liability you may have, including:

  • IHT Investments
  • Wills
  • Estate Planning
  • Bloodline Planning
  • Care Home Planning & Lasting Power of Attorney

Your Estate and Financial Planning arrangements go hand-in-hand and solutions are always tailored to consider your entire financial situation and objectives. 

Investing after Retirement

It is important to ensure you are investing in products and portfolios that are in line with your risk profile and overall objectives. Some of the key areas we look at are:

  • Utilising Tax Allowances
  • Investing for Inheritance Tax Purposes
  • Bespoke Product Selection e.g. Income Bearing Products.

Drawdown Management

When thinking about taking from your pension benefits, there can be a variety of options available and the right choice for you will depend on your current situation, future plans and the type of scheme you are in. 

We can help by considering all of your circumstances and looking at the following:

  • Consolidation of Pension Pots
  • Defined Benefit Pension Schemes
  • Cash Flow Modelling
  • Tax Planning
  • Pension Commencement Lump Sum/Annuity/Drawdown

If you would like to speak to one of our Wealth Management Advisers about planning for your pension or managing your retitrement, or to simply find out more information about our new services, call today on 0208 891 9899. Our initial meeting is always free-of-charge so our advisor can understand what service is right for you


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Sutton Winson Wealth Management Limited No.828485 is an appointed representative of Ascot Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 551744. Registered Office: Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER.

Categories: Wealth Management, Commercial Insurance, Private Clients, Employee Benefits & Healthcare

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