Pension & retirement

You & your family

News

Retirement planning for maintaining your lifestyle

As with every other aspect of life, we recommend that you plan as much as you can for retirement, although our experience is that it can appear on the horizon suddenly for a number of reasons.

Retirement is a major step and we suggest that you first consider what sort of lifestyle you have in mind so that our experts can get to work on examining your assets and income needed to follow your dream.

Most people who retire may need income other than their pension. There is a large difference between living off assets than receiving a regular wage and we have that high degree of knowledge needed to help you to have a pleasant retirement.

Speak to a retirement planning expert

Laura Adkins

Laura Adkins

Director

Witney

Laura Herbert

Laura Herbert

Director

Bicester

HMRC struggles to cope with tax changes – so how can the rest of us get to grips with it?

Owen Kyffin

Director

Banbury

Change to Whitley Stimpson

Step 1

Confirm to your accountant that you wish to move to Whitley Stimpson

d

Step 2

Supply Whitley Stimpson with your existing accountant’s details

Step 3

Relax. We’ll handle the rest.

News

This firm is not authorised under the Financial Services and Markets Act 2000 but, in certain circumstances, we are able to offer a limited range of investment services because we are members of the Institute of Chartered Accountants in England & Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Partners in your progress

Do you need help working out how much money you will need to save to maintain your lifestyle in retirement?