There are multiple factors to juggle in later life planning. In planning ahead, you ensure you and your finances will be secure long term.

Post-retirement, Verve Financial

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There are a lot of things to consider when planning your post-retirement. Inheritance Tax, long-term care, how to maximise your pension, equity release and arranging your will. Naturally, it can be a stressful time trying to juggle all of those factors.

With Verve Financial, we’ll plan for every step enabling you to keep control of your finances. We’ll give you peace of mind that everything is taken care of.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Post-retirement, Verve Financial

Maximising your pension

We ensure your pension is working hard by utilising the generous tax reliefs within pension arrangements.

Long-term care

As well as the emotional cost of planning long-term care, we’ll also plan and secure an income to help cover your long-term care costs.

Later life planning

We’ll maximise your assets and help you reduce Inheritance Tax by using gifts, allowances and exemptions.

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