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Later Life Planning

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Have you thought what you want to happen after retirement?

Planning is a key part of everyday life. Whether it be a trip to the supermarket, a once in a lifetime adventure or merely a new kitchen, we are all thinking about ways to make the most of our time and money.

In later life, we all wish that we can spend more time planning long-awaited projects, holidays and celebrations. However, it is also crucial to recognise the need for strategic financial and legal planning.

Working with you to help achieve the life and financial goals that will enable you to enjoy a brighter financial future.
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How we can help

Rising Funeral Costs

There are numerous funeral plans available on the market depending on the type of funeral that you want to have – from a simple value plan to a premium service including superior coffin and limousines, while also paying the funeral directors services at today’s prices.

Having a will

You should have a will and make sure that it is kept up to date on a regular basis, but in later life, it is even more critical. Your will is going to ensure that the beneficiaries of your estate will inherit precisely what you wish.

Estate Planning

Your estate could be subject to inheritance tax (IHT) if it is valued above the threshold. Although, with strategic planning ahead of time you might be able to reduce the amount due on death.

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MRA Financial is a trading style of Absolute Financial Management who are authorised and regulated by the Financial Conduct Authority, FCA Number 401135 / https://register.fca.org.uk/

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