Liverpool Personal Retirement Planning

Liverpool Personal Retirement Planning

When it comes to Liverpool retirement planning, are you worried that you might not have sufficient retirement income when you retire? Like most of our new clients, you will want to make sure that you are doing the right thing, and that your savings plans are on track to give you the peace of mind you are planning for when you stop working.

For most of us, the worry about our retirement income stems from being unable to forecast with any certainty what how much money we will need to live on each month during retirement. For example: Will your savings allow you to travel, give monetary gifts to family members and still enjoy a great quality of life?

Liverpool Retirement Planning

Liverpool Retirement Planning

When it comes to Liverpool retirement planning, our local Liverpool financial advisers are fully qualified and trained to help you make plans for those retirement years. Our focus is different to most Liverpool IFA firms: we believe you should put your hopes and aspirations for retirement foremost. We ask that you tell us what they are and what they might cost. Once we know this information, we can analyse your existing financial plans & savings using the latest technology to let you know what your income will be like in the future. Most importantly, we can predict if you will be able to live the retirement life you really want.

Pension Advice Liverpool

Pension Advice Liverpool

Booking an initial review with a Liverpool retirement planning and Liverpool financial planning specialist is easy. Assured Wealth & Estate Planning pays for the initial meeting, and you are under no obligation. An adviser meets with you at home, work or at our offices. The meeting can be held at a time and place to suit you. Simply call the team today on 0151 601 5922 and let us help to make sense of your finances for that all-important 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?

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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.

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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%.

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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.