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An introduction to intergenerational financial planning

Intergenerational planning involves establishing a family roadmap detailing who should receive your money and how you would like it used, ensuring family aspirations are met, while keeping you firmly in control of your finances.
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An introduction to investing for children

We all want our children to have the best possible start in life – but providing such a start expensive. Whatever your goals for your child’s future, it’s best to plan it out at the earliest opportunity
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An introduction to tax planning

Most of us face being taxed on our income, our capital gains and in some circumstances, the value of our estate when we die. Taxation can be complicated and the rules, reliefs, exemptions and allowances often change
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An introduction to receiving a windfall

A windfall is a sudden financial event such as a lottery win, an inheritance, a bonus or redundancy sum, from understanding tax implications to deciding how to invest to meet your financial goals, a windfall requires careful planning.
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An introduction to mortgages

Buying a home is one of those major steps in life that’s much easier to take if you’re well-informed and get some good advice. Our Mortgage Guide explains the mortgage basics and provides some useful top tips to set you on the right course
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An introduction to life insurance

Do you know where to start with life insurance? How much cover do you need, should it be term or whole-of-life, and a joint or single life policy? Our Life Insurance Guide answers questions commonly asked by clients to point you in the right direction
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An introduction to leaving an inheritance

Planning your inheritance ensures your estate goes where you intend and can help to avoid large tax bills. Using strategies like gifting, trusts, and Wills can minimise Inheritance Tax. Start early and seek expert advice to protect your family’s financial future.
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An introduction to investing for children

We all want our children to have the best possible start in life – but providing such a start expensive. Whatever your goals for your child’s future, it’s best to plan it out at the earliest opportunity
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10 benefits of ongoing advice

Advice isn’t just for the big decisions - it’s for every step.
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Introduction to pensions

Pensions are typically viewed as being complex and difficult to understand. As a result, people often delay starting one or ignore the issue altogether.
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Introduction to Inheritance Tax

Inheritance Tax (IHT) has come under the spotlight over the past few years, due largely to the continued rise in house prices. These days, you don’t have to be hugely wealthy to be affected by IHT.
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Introduction to Retirement Planning

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.
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The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Tel: 0800 028 4040

RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.

Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2025

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