The top 5 financial concerns of our retired clients

  1. Inflation - Rising prices of goods whilst having a static income.
  2. Inheritance Tax - Inheritance Tax and how quickly it kicks in. The current threshold is £325,000 per individual or £650,000 for a married couple.
  3. Banks - Alternatives to the poor interest rates on their savings.
  4. Family - Ensuring that your spouse and loved ones are taken care of when you eventually pass away.
  5. Care Homes - Can they afford a care home or is there a way they can avoid having to pay for long-term care.
 

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