Lifetime planning service

The main focus of this service is to help you decide what really matters in your life. This involves thinking about and coming up with answers to some deep and searching questions.

Once you have done this, and shared this information with us, we can design a financial plan to help you achieve your goals.

It provides answers to the big questions, like:

• How much do I need to earn, save, or sell my business for, to give me what I want out of life?
• When can I afford to stop doing the things that have become a drag, and start doing the things I really enjoy?
• What do I have to do to ensure I never run out of money?
• What level of investment return do I need to achieve my objectives?

It presents your financial position over the whole of your life, clearly and effectively. It also demonstrates the impact of different scenarios and financial solutions.

It has helped our clients make important decisions when considering issues such as:

• Whether they can afford to take the offer that is on the table for their business, so that they can retire
• Whether a widow needs to downsize (and when) in order to ensure her needs and those of her dependent children can be met longer term
• Whether a proposed divorce settlement will fund the required lifestyle for the recipient (and be sustainable for the payer)
• How much a retired couple can afford to gift from capital, to reduce inheritance tax, whilst ensuring their own financial futures are secure

If you are interested in finding out more, we can arrange a meeting with our specialist who will be able to show you a demonstration of the software and answer any questions you have about it. This meeting would be free of charge and with no obligation to commit to the service.

For more information on this service please follow this link to find your nearest office  - Our office locations