The Five Ages of Financial Planning: Post 75 Supporting those who are just starting out

By now, your retirement income and requirements would have been agreed between you and your financial planner. This will also give you a clear understanding of how your assets can
provide you with an income as well as any potential care costs.

Once this has been organised, anything over that can be distributed as you like. By now, you should have a good understanding of what your succession plan will look like. It should also be noted that, from an Inheritance Tax point of view, it is also a wise thing to begin the distribution of your assets as early as possible.

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