Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.

The subject of wealth protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.

Protecting the important things in your life

RetireInvest are on hand to sit down with you and discuss all your requirements and needs – advice that may prove invaluable when protecting the important things in your life.

We can help you deal with the ‘what ifs’ in life such as illness, injury or even death. By thinking about these things now, you can plan ahead and gain peace of mind that you and your family will be looked after financially.

The Financial Conduct Authority do not regulate trusts and will writing.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Investments

You might be planning for your retirement, looking to generate investment income to top up your pension, or simply creating a secure nest egg for the future.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Retirement

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax. The structures into which you transfer your assets can have lasting consequences for you and your family.

Business Insurance

Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. At RetireInvest, we strongly believe that adequate business insurance is not a luxury – it’s an absolute necessity.

Tax Planning

At RetireInvest, we specialise in taking into account your tax affairs as part of the financial services and solutions we provide. Clients feel reassured that we have not only considered maximising and protecting their wealth, but also taken into account the impact our advice has on their overall tax position.