Leaving a lasting legacy

As you grow older, your thoughts may start straying to what will happen to your loved ones when you are no longer around.  

That is why the team at RetireInvest is here.

Developing a robust plan for how your money and assets should be distributed after you pass away won’t only help ensure that your wishes are carried out; it is also key to minimising your Inheritance Tax burden and ensuring that as much of your hard-earned wealth as possible is passed onto your beneficiaries. 

We can help you restructure your assets, take advantage of any Inheritance Tax reliefs available to you, and make use of trusts and other financial planning tools, all with the aim of minimising the Inheritance Tax payable on your estate. We also work in close partnership with a number of local firms of solicitors, to whom we can refer you if you need to set up a Will or Lasting Power of Attorney.  

Guaranteed advice

We understand that entrusting a financial services firm with your hard-won legacy can feel daunting. As a Quilter Partner, you can rest assured that our advice is guaranteed by FTSE 250 company and leading UK wealth management firm, Quilter.  

What does this mean? It means that, because we work within Quilter’s guidelines and recommend its award-winning Investment Platform and 5* Defaqto products, our advice – and your money – is backed by a trusted brand.  

Get started today

No matter where you are on your retirement planning journey, we can help. From advising you on your pension options at the beginning of your career, to helping you draw down your funds tax-efficiently in retirement, we’re your partner for life.

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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.