Pre and post retirement planning
AWA has a wealth of experience of working closely with clients who are close to or in retirement.
We take an holistic approach and consider carefully the issues which concern you
- the effects of inflation
- possible long term care needs
- income or capital tax minimisation
- Inheritance Tax mitigation
- the possibility of releasing income or capital from your property if circumstances or your needs warrant.
Past performance is not a guarantee of future returns. The value of investments and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind that for funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment. There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances and needs.
Whatever your personal concerns, at AWA Wealth Management we will listen carefully and strive to meet your needs.