Considering early retirement

A long standing client introduced to us by their solicitor (who was himself also a client) needed investment advice on inherited funds, and guidance for their family including their children with whom some of this good fortune was shared (in order to maximise tax efficiency) on how to ensure these funds when supplemented by pension provision would cover their requirements for the rest of their lives.

The client was not sure that early retirement – although heartily desired – was feasible, and so this was a perfect case for our Expert Navigation Service, designed to help with ‘life planning’ reaching beyond financial planning. We were able to produce evidence based on reasonable and conservative projections to reassure the client that the family’s plans were indeed achievable and they are now enjoying a fulfilling early retirement travelling abroad.