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Personal Life Planning

No matter where you are in life, Cairn are here to help you take the next step.

Retiring

You are now in the process of retiring and have more options to consider than were available in the past. You may go part time or stop working completely. The key is having a sustainable level of income sufficient for your needs from all sources.

  • Working
  • Retiring
  • Retired

You may need help to think through:

  • Whether to take some tax free cash or not
  • How much income you will need at various stages of your retirement
  • Available sources of income
  • Maximising death benefits
  • Ensuring your money will not run out
  • Minimising the risk of your investments
  • Maximising tax efficiency around passing wealth to the next generation
  • Making provision for later life

If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.

  • Working
  • Retiring
  • Retired

Retiring

You are now in the process of retiring and have more options to consider than were available in the past. You may go part time or stop working completely. The key is having a sustainable level of income sufficient for your needs from all sources.

  • Working
  • Retiring
  • Retired

You may need help to think through:

  • Whether to take some tax free cash or not
  • How much income you will need at various stages of your retirement
  • Available sources of income
  • Maximising death benefits
  • Ensuring your money will not run out
  • Minimising the risk of your investments
  • Maximising tax efficiency around passing wealth to the next generation
  • Making provision for later life

If this sounds like you, then please get in touch to see how we can help, or click here for a case study on how financial planning helped someone like you.

Contact us

Client Testimonials

"Please accept our sincere gratitude for all your courteous and diligent effort to help us plan our financial future. We appreciate the work you had to put in to this and we certainly have a clearer understanding of our pensions"

Mr and Mrs S, Thornton

Business Life Planning

Business Life Planning

Client Testimonials

"Please accept our sincere gratitude for all your courteous and diligent effort to help us plan our financial future. We appreciate the work you had to put in to this and we certainly have a clearer understanding of our pensions"

Mr and Mrs S, Thornton

Contact us

[email protected]ependent.com

[email protected]

01592 641612

01592 641612

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