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Jane’s story.

Understanding retirement options.

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JANE, 65

Understanding my retirement options

My current situation

I am 65 and plan to retire next year when I am 66.

I want to spend more time with my family, especially my grandchildren.

I am working part-time as a partner in a law firm where I earn £50,000 and have good pension provision.

My husband owns a private dental practice and is also looking to retire in the next couple of years. We own our home and have a holiday home in Spain.

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My goals

  • Short Term – holistic financial planning.
  • Medium Term – estate planning and update our Will.
  • Long Term – long term care planning.
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What I need

We would like to ensure that we withdraw money from our pension in the most tax efficient way.

We also need to update our will and consider implementing a Power of Attorney.

We would like to ensure that any potential inheritance tax liability is kept to a minimum.

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