Later Life Planning
Life after retirement can bring considerable lifestyle adjustments. We often find that post-retirement expenditure is more predictable, and naturally, thoughts turn to helping the next generation, downsizing or ensuring a provision for care costs.
These are all areas we can assist you with, and we can provide you with access to our in-house technical specialists in Long-Term Care and Estate Planning. Our expert team provides comprehensive estate planning advice and tailored solutions to help you secure your legacy and ensure your wishes are honoured. We are also happy to work closely with your solicitors and accountants to ensure a comprehensive approach.
What you can expect from us at BRI Wealth Management
- An annual meeting with your financial planner
- A suitability review of your financial arrangements and investments, and assessing whether you are on track to meet your financial goals
- Access to our online portal
- Access to a member of our support team
- Access to our in-house long-term care specialist
- Access to our Estate Planning specialist
Advice Areas
Funding care costs
Addressing inheritance tax
Building your wealth
Drawing an income