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enquiries@buzzacott.co.uk    T +44 (0)20 7556 1200

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Road to retirement - Your financial journey

It's never too early to start planning for retirement. This series of articles highlights the key tax and financial planning considerations you need to know on your journey to achieving the retirement you deserve.

In our experience, there are three key stages along the road to retirement: wealth accumulation. planning for the future and enjoying retirement. We know that no two lifetimes are the same, so we'll be adding regular new insights under each stage, to help you plan no matter what stage of the journey you're at.

Wealth accumulation

Wealth accumulation

This spans the entirety of your working years and includes the contribution to your retirement accounts or pension schemes, building a portfolio of assets and investing. Read now:

Why consider investing in an Individual Savings Account (ISA)?

Exposing the hidden 60% Income Tax rate

Topics coming soon: cryptocurrency, sustainable investing, Investors' Relief and EIS/EIS.

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Planning for the future

Planning for the future

Creating, updating and aligning to your retirement plan will help secure your family's future and ensure you can retire on time, with enough income to thrive in your later years. Read now: 

How much do I need to retire?

Approaching retirement? Act now to reduce your Inheritance Tax (IHT) bill

Topics coming soon: succession planning, Business Relief and residential property.

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Enjoying retirement

Enjoying retirement

Here's where your plans come to fruition. This final stage is focused on keeping more of what you've earnt and passing more of it on to your loved ones when the time comes. Read now:

Gifts from the bank of mum or dad

How to take an income efficiently in retirement

Topics coming soon: estate planning, gifting, Deeds of Variation, charitable bequests and wills.

 

How we can help

How we can help

With both tax and financial planning specialists under one roof, our experts will work collaboratively with you to devise a retirement plan tailored to your unique requirements. 

We’ll provide you with full clarity on your financial position as it stands, advise you on steps to take now and in the future to get you where you want to be, minimise your tax bill, and ensure your wealth is passed on to your loved ones in line with your wishes.

Our experts

Richard Pott

+44 (0)20 7556 1295
pottr@buzzacott.co.uk

Doug Rodman

+44 (0)20 7710 0356
rodmand@buzzacott.co.uk
LinkedIn

How we can help

With both tax and financial planning specialists under one roof, our experts will work collaboratively with you to devise a retirement plan tailored to your unique requirements. 

We’ll provide you with full clarity on your financial position as it stands, advise you on steps to take now and in the future to get you where you want to be, minimise your tax bill, and ensure your wealth is passed on to your loved ones in line with your wishes.

Get in touch
Get in touch

For professional tax and financial planning advice tailored to your unique circumstances, please fill out the form below and one of our experts will be in touch to discuss your requirements and how we can help.

Buzzacott Financial Planning is authorised and regulated by the Financial Conduct Authority. These articles have been prepared to keep readers abreast of current developments. Professional advice should be taken in light of your personal circumstances before any action is taken or refrained from. The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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