No matter where you are in life, Cairn are here to help you take the next step.
Retiring
You are now in the process of retiring and have more options to consider than were available in the past. You may go part time or stop working completely. The key is having a sustainable level of income sufficient for your needs from all sources.
You may need help to think through:
Whether to take some tax free cash or not
How much income you will need at various stages of your retirement
Available sources of income
Maximising death benefits
Ensuring your money will not run out
Minimising the risk of your investments
Maximising tax efficiency around passing wealth to the next generation
Making provision for later life
If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.
Retiring
You are now in the process of retiring and have more options to consider than were available in the past. You may go part time or stop working completely. The key is having a sustainable level of income sufficient for your needs from all sources.
You may need help to think through:
Whether to take some tax free cash or not
How much income you will need at various stages of your retirement
Available sources of income
Maximising death benefits
Ensuring your money will not run out
Minimising the risk of your investments
Maximising tax efficiency around passing wealth to the next generation
Making provision for later life
If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.
"Please accept our sincere gratitude for all your courteous and diligent effort to help us plan our financial future. We appreciate the work you had to put in to this and we certainly have a clearer understanding of our pensions"
"Please accept our sincere gratitude for all your courteous and diligent effort to help us plan our financial future. We appreciate the work you had to put in to this and we certainly have a clearer understanding of our pensions"
