Organise your finances to make the most of your retirement and plan for your later years
Helping you to make the most of your retirement
People often underestimate their life expectancy. Start thinking how long your income might need to last.
Guidance on how you’ll be taxed when you withdraw money, based on our understanding of 2014/15 tax year rules.
Look beyond the State Pension and see what else you may be entitled to receive.
Look at the ways in which you could use your home to help you in retirement.
Making sense of retirement planning
- Saving or investing?
Maybe you simply want a safe home for your cash – or perhaps you're considering investment as an alternative to a deposit account.
- Saving in retirement
Even when you're retired, it can still make sense to save for your future.
- How much will I have to live on?
Get a clearer idea of what you're managing on, looking at all your income sources, not just your pension.
- Retirement and tax
Make sure you're not paying too much tax now that you're retired.
- What happens to my money when I die?
Making sure you're leaving as much as you can to your loved ones.
- Making a will
It's easy to make a will and reassure yourself that your property will go to the people who matter most to you.
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