Retirement and estate planning
Now more than ever, proper forward planning is essential if you want to ensure that you have a good standard of living in retirement, and that your estate will pass on to your loved ones according to your wishes, and in a tax-efficient manner.
At Crowther Jordan we can work with you to help you achieve your personal financial goals.
Our retirement planning service will help to ensure that you have made sufficient provision for yourself in your later years, and that you have considered all of the necessary issues. These may include:
- Pension planning
- Savings and investments
- Succession and exit planning
- Life assurance
- Long-term care and medical insurance
Having worked hard to build up your wealth throughout your lifetime, it is important to make adequate provision for family and friends in the event of your death.
We can help you with the following:
- Preparing and reviewing your Will
- Taking advantage of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between spouses
- Transferring business or agricultural property
- Transferring assets into trust
- Executorships
- Tax-efficient gifts
- Arranging life assurance to cover any inheritance tax liability
For professional advice on retirement and estate planning strategies that will make the most of your wealth, contact us today.