Knutsford Personal Retirement Planning

Knutsford Personal Retirement Planning

When it comes to your Knutsford retirement planning, are you concerned that you may not have sufficient retirement income? Like most of our clients, you want to make sure you are doing the right thing. Are your saving plans are on track to give you peace of mind when you stop working?

For most of us, our worries about retirement stem from being unable to forecast with certainty exactly much income we are likely to need during our retirement. We worry about whether our savings will allow us to travel the world, whether we will be able to give monetary gifts to our family and what effect it will have on our quality of life.

Knutsford Retirement Planning

Knutsford Retirement Planning

When it comes to Knutsford retirement planning, we can help. Our local Knutsford financial advisers are fully trained and hold the appropriate qualifications. They can help you to make plans for your retirement. We are different to most Knutsford IFA firms: we focus on your hopes and aspirations for retirement. We ask you to share with us what your hopes are, and what they might cost. Once we know this information, we can look at your existing financial plans and savings in depth. We do this with the latest technology, and we can let you know what your income is going to be in the future. Most importantly, we can predict if you are likely to be able to live the retirement life you want.

Pension Advice Knutsford

Pension Advice Knutsford

Booking your initial review with a Knutsford retirement planning and Knutsford financial planning specialist is simple. Assured Wealth pays for the first meeting, and after that, you are under no obligation. An adviser can meet you at home, at work or our offices. The meeting can take place at a time and place that suits you. Call the team today on 01565 817122 and let us help you make sense of finances in your retirement.

Are Annuities Still A Viable Option For Retirement Planning?

Are Annuities Still A Viable Option?

Annuities are retirement products that guarantee you with a regular income after you retire.

You choose a provider, pick an appropriate annuity to suit your needs and, in exchange for some or all of your pension savings, the annuity provides income until you die.

The use of annuities has declined markedly in recent years, with figures from the Association of British Insurers suggesting sales have fallen by as much as 80% since 2014.

Research from the Financial Conduct Authority reflects this trend, with year-on-year annuity sales down 16% in the six months to April 2017.

This is partly due to the fact that, following former chancellor George Osborne’s introduction of pension reforms in 2015, people now have more options when it comes to planning their retirement.

However, are annuities still a viable retirement planning option to consider in 2017?

Read more

Inheritance Tax On Agricultural Property

Agricultural Property Relief
There is a specific relief that relates to certain agricultural property situated in the UK, Channel Islands, Isle of Man and in the EEA (European Economic Area). Qualifying agricultural property can be passed without inheritance tax as a lifetime gift or upon death.

Read more

Inheritance Tax On Property

Inheritance Tax On Property

Inheritance tax on property is to be paid if the taxable value of the estate (with any gifts made by the deceased added on if they were made in the seven years prior to their death) exceeds the nil rate band. The rate of inheritance tax on property is currently 40%.

Read more

Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation

Not sure what's right for you? Let us help you decide.